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Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates its business through three distinct distribution channels: Advisors channel, Wholesale channel and Institutional channel. The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients. The Wholesale channels activities include retail fund distribution through brokers and dealers, registered investment advisors and retirement and insurance platforms. The Institutional channel manages assets in a variety of investment styles for a variety of types of institutions. Waddell & Reed Financial was founded in 1937 and is headquartered in Overland Park, KS.
|Henry John Herrmann||Chairman & Chief Executive Officer|
|Brent K. Bloss||Chief Financial Officer, Treasurer & Senior VP|
|Thomas W. Butch||Chief Marketing Officer & Executive Vice President|
|John Earl Sundeen||Chief Administrative Officer & Senior VP|
|Wendy J. Hills||Secretary, Senior Vice President & General Counsel|