Waddell & Reed

Waddell & Reed, Inc.
Established Name. Fresh Approach.

 

Celebrating over 75 years as one of the nation’s most enduring asset management and financial planning firms, Waddell & Reed recognizes that adaptability is key to the success of our advisors and their clients.

And, while our name is well established, we’ve added a fresh approach. It’s the comprehensive product line-up and broad-spectrum of technology found in a wirehouse plus the competitive compensation structure and autonomy you’d expect of an independent firm…wrapped in Waddell & Reed’s unparalleled advisor support.

Our advisor-valued, client-centric approach allows us to put a FACE – Freedom, Access, Culture, Experience – to a unique, hybrid model you can’t find elsewhere. It’s something we call Supported Independence.  We think you’ll prefer to call it your future.
 

Best Wishes,

Bruce Wiitala  ??

Managing Principal

 


Waddell & Reed...Helping Advisors and Clients to Make the Most of their Financial Futures.
The Right Career. The Right Company. The Right Time. The Right Location.
A Career...With A Future. A Company...For Your Future.

Serving our clients since 1937 

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

Does a Larger Staff Fit into Your Growth Strategy?

More than half of small-business owners and CEOs surveyed in 2013 said they were planning to hire new workers in 2014.

Understanding Your Investment Brain

Understanding behavioral finance may help you determine an appropriate level of risk for your investing strategy.

The 1% Factor: A Way to Boost Retirement Savings

Several ideas that could help you save more without making major changes to your current lifestyle.

More Newsletters →