Data as of Dec 19
| +1.49 / +3.14%|
Waddell & Reed Financial, Inc. provides investment advisory, 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 channel's activities include retail fund distribution through broker/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 & Director|
|Michael L. Avery||President|
|Michael D. Strohm||Chief Operating Officer & Senior Vice President|
|Brent K. Bloss||Chief Financial Officer, Treasurer & Senior VP|
|Thomas W. Butch||Chief Marketing Officer & Executive Vice President|