History
One of the most established asset management and financial planning firms in the country, Waddell & Reed was founded in 1937 by Chauncey Waddell and Cameron Reed, who combined their keen interest in the world of finance to conceive a truly personalized approach to investing. In fact, Waddell & Reed literally dates to the very inception of the mutual fund industry, as it created two of the first mutual funds in the country in 1940, and today maintains advisory expertise in a broad range of investment styles across a variety of market environments. The company's nearly 1,900 financial advisors provide comprehensive, personal financial planning services to numerous clients across the United States.
Specialties
Financial Planning Retirement Planning Annuities Life Insurance Mutual Funds Education Funding Long term care Wrap Accounts