Waddell & Reed

Waddell & Reed (CRD# 866) is a financial advisory firm headquartered in Overland Park, KS. They manage $33,244,548,436 in 187,019 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    33,245
    MILLION
  • Total Number of Accounts
    187,019
    ACCOUNTS
  • Average Account Value
    $177,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Waddell & Reed
Showing 1 - 10 of 1,416 top financial advisors.
1
Carolyn J. Abshier
CRD#: 5324995
Edmond, OK

Carolyn Abshier (CRD# 5324995) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 14 years of experience in the finance industry.

2
Elizabeth A. Adams
CRD#: 6047227
Hamden, CT

Elizabeth Adams (CRD# 6047227) is an Investment Advisor Representative working at Waddell & Reed in Hamden, CT and has over 8 years of experience in the finance industry.

3
Kristi K. Adams
CRD#: 5074435
Savage, MN

Kristi Adams (CRD# 5074435) is an Investment Advisor Representative working at Waddell & Reed in Savage, MN and has over 15 years of experience in the finance industry. Kristi Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott W. Adams
CRD#: 5749884
Savage, MN

Scott Adams (CRD# 5749884) is an Investment Advisor Representative working at Waddell & Reed in Savage, MN and has over 11 years of experience in the finance industry.

5
Lisa M. Affolter
CRD#: 4080772
Savage, MN

Lisa Affolter (CRD# 4080772) is an Investment Advisor Representative working at Waddell & Reed in Savage, MN and has over 21 years of experience in the finance industry.

6
Andre Aflalo
CRD#: 4584723
2319 Whitney Ave, Suite 5-a, Hamden, CT 06518

Andre Aflalo (CRD# 4584723) is an Investment Advisor Representative working at Waddell & Reed in Hamden, CT and has over 18 years of experience in the finance industry.

7
Alecia L. Agnew
CRD#: 6703482
2319 Whitney Ave, Ste 5-a, Hamden, CT 06518

Alecia Agnew (CRD# 6703482) is an Investment Advisor Representative working at Waddell & Reed in Hamden, CT and has over 4 years of experience in the finance industry.

8
Mark A. Aiello
CRD#: 4224702
Egg Harbor Township, NJ

Mark Aiello (CRD# 4224702) is an Investment Advisor Representative working at Waddell & Reed in Egg Harbor Township, NJ and has over 15 years of experience in the finance industry.

9
Jose A. Alanis
CRD#: 5019215
6070 Gateway Blvd East, Ste 206, El Paso, TX 79905

Jose Alanis (CRD# 5019215) is an Investment Advisor Representative working at Waddell & Reed in El Paso, TX and has over 15 years of experience in the finance industry.

10
Mark J. Albian
CRD#: 1144976
Savage, MN

Mark Albian (CRD# 1144976) is an Investment Advisor Representative working at Waddell & Reed in Savage, MN and has over 29 years of experience in the finance industry.

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