Waddell & Reed
Financial Services • 
Overland Park, Kansas, United States • 1001-2000 Employees
Company overview
| Headquarters | Overland Park, Kansas, United States |
| Phone number | +19132362000 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Financial Services, Insurance |
| Employees | 1001-2000 |
| Socials |
Key Contacts at Waddell & Reed
Kristy Green
Director, It Resource & Asset Management
Phil Dorman
It Production Management Director
Jeremy Schuyler
Director Of Trading
Ryan Casey
Executive Director - Fund Operations
Sandra Collier
Director Of Accounting - Mutual Funds
Beverly Smith
Director
Shayne Leonard
Director Of Client Relations
Les Zetmeir
Retired Business Owner
Janis Linville
Owner
Carlos Garrison
Chief Technology Officer
Waddell & Reed Email Formats
Waddell & Reed uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@wradvisors.com), used 76.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wradvisors.com | 76.5% |
{first initial}{last name} | jdoe@wradvisors.com | 23.5% |
About Waddell & Reed
On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including Ivy Investments. Concurrent to the acquisition, LPL Holdings, Inc. acquired wealth manager Waddell & Reed, Inc. Waddell & Reed, Inc. has been dedicated to helping people achieve their financial goals since 1937 when World War I veterans Chauncey Waddell and Cameron Reed founded the company. Now Waddell & Reed has become part of LPL, a leader in the retail financial advice market and the nation’s largest independent broker‐dealer¹. Serving individual financial professionals and financial institutions, LPL provides technology, research, clearing and compliance services and practice management programs to create and grow thriving practices. LPL enables financial professionals to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. ¹ Source: Based on total revenue, Financial Planning Magazine, June 1996‐2020 Learn more about LPL: https://www.lpl.com/about‐Us/what‐we‐do.html
Waddell & Reed revenue & valuation
| Annual revenue | $1,000,000,000 |
| Revenue per employee | $833,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,200,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1001-2000
Seniority
Employees
Employees by Department
Waddell & Reed has 707 employees across 12 departments.
Departments
Number of employees
Funding Data
Waddell & Reed has never raised funding before.
Waddell & Reed Tech Stack
Discover the technologies and tools that power Waddell & Reed's digital infrastructure, from frameworks to analytics platforms.
Security
Security
CMS
Miscellaneous
A/B Testing
CDN
Marketing automation
JavaScript libraries
Security
Tag managers
JavaScript libraries
Analytics
United Kingdom
Spain
Frequently asked questions
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