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Waddell & Reed Financial Inc (NYSE:WDR)

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As of 9:31am ET
 +0.23 / +1.15%
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Investment Managers

Company Description

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. The company was founded in 1937 and is headquartered in Overland Park, KS.

Contact Information

Waddell & Reed Financial, Inc.
6300 Lamar Avenue
Overland Park Kansas 66202-4247
P:(913) 236-2000
Investor Relations:
(913) 236-1880



Individual stakeholders7.99%
Mutual fund holders61.10%
Other institutional39.00%

Top Executives

Philip James SandersDirector, Chief Executive & Investment Officer
Brent K. BlossChief Financial Officer, Treasurer & Senior VP
Thomas W. ButchChief Marketing Officer & Executive Vice President
John Earl SundeenChief Administrative Officer & Senior VP
Wendy J. HillsSecretary, Senior Vice President & General Counsel