General Info

Waddell & Reed offers mutual funds to individual investors through a network of financial advisors. The company caters to the needs of customers across the United States and Puerto Rico from various locations. It offers a range of educational funding and investment management services, as well as assists in insurance, estate, tax, business and retirement planning. In addition, Waddell & Reed provides several online calculators. The company administers a financial wellness program that helps in increasing productivity and decreasing turnover. It offers a variety of annuities and life insurance products. Waddell & Reed also provides brokerage, transaction processing and reporting solutions. The company is a part of Waddell & Reed Financial.