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Your financial journey needs thoughtful planning. No matter where you’ve set your investment sights, we'll help you plan to reach your destination.
By helping you build a personalized financial plan, we enable you to identify goals and take action. Find out how to reach your goals, starting now.
Our national network of financial advisors can help you create a plan to help you identify financial goals and get you where you want to go in life.
As an experienced financial advisor who values independence, you’ll find Waddell & Reed to be a refreshing alternative to big-box broker/dealers.
Stay current with the market and informed on financial strategies in Market News & Guidance; organize your personal finances more effectively with our wide array of planning calculators; and find the tax documents you need – and fast – in the Tax Center.
You can access your account 24 hours a day, seven days a week, so you can check balances, allocations or verify information. Of course, your financial advisor is your best resource to advise you on account activity and to ensure that your decisions fit your long-term financial plan.
Just as no two people are exactly the same, investment products and services are built specifically to meet different and specialized needs.
With so many investment products available today, a dedicated professional can be invaluable, helping to design a financial plan that targets your goals.
Our financial advisors have precise planning tools to work with on your behalf. They allow for variables including economic changes & changes in your life.
Waddell & Reed has consistently been a strong supporter of cultural and charitable causes in the communities it serves around the country.
We pioneered our process nearly 80 years ago to help anyone, regardless of age or financial background, to create a plan that fits their individual needs.
Read the latest news on our company, from recent press releases, to national and regional news coverage, to quick facts about us and our leadership.
As one of the oldest financial planning firms in the nation, we provide financial planning and much more through our more than 1,800 financial advisors.
While your financial objectives may be similar to those of others, the approach should be decidedly personal. We want to understand your unique needs.
You’ll appreciate a career home that welcomes your unique background, offers resources to build your practice, and helps you establish enduring client relationships.
At Waddell & Reed, we talk about financial planning…a lot. It has played a prominent role in creating a community and shaping a culture where a new financial advisor can build a practice that is meaningful and a reflection of who they are, enjoy camaraderie, feel valued and have resources to achieve success for themselves and their clients.
New financial advisors find fulfillment in building their practices, discovering just how meaningful their careers can be, and connecting with their community and clients. For these they enjoy attractive compensation, benefits and recognition.
There are many reasons people choose to be a financial advisor, but one dominates: to make a difference. Using Waddell & Reed’s financial planning and investment solutions, you can do just that for your clients and their financial futures.
Support is core to the advisor experience at Waddell & Reed. Resources such as results-oriented marketing programs, experienced subject matter experts and dedicated assistance teams create the supportive environment that has become the heart and soul of our advisor-focused culture.
Learn and grow as a financial advisor with a personalized professional development program that features curriculum, coaching and learning experiences to master the business and direct your career. Combined with the unique characteristics you bring – college leadership experience, professional expertise, community engagement, personal strengths – you have a solid path to an exciting career.
Financial advisors like the many dimensions of their careers. Today you’re working with clients, tomorrow you’re busy with marketing activities, and every day you’re making decisions about how to build and run your business. All this requires technology systems that are integrated and intuitive.
We love to tell Waddell & Reed’s story. But the color, realism and passion is best expressed by the advisors who affiliate with us. Hear it for yourself.
Since 1937, we've had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry. Contact us to learn more.