Waddell & Reed

Waddell & Reed (CRD# 866) is a financial advisory firm headquartered in Overland Park, KS. They manage $21,207,078,630 in 169,956 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    21,207
    MILLION
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
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 1,544 top financial advisors.
1
Carolyn J. Abshier
CRD#: 5324995
San Antonio, TX 78232

Carolyn Abshier (CRD# 5324995) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 11 years of experience in the finance industry.

2
Elizabeth A. Adams
CRD#: 6047227
York, PA 17402

Elizabeth Adams (CRD# 6047227) is an Investment Advisor Representative working at Waddell & Reed in York, PA and has over 6 years of experience in the finance industry.

3
Kristi K. Adams
CRD#: 5074435
Bloomington, MN 55435

Kristi Adams (CRD# 5074435) is an Investment Advisor Representative working at Waddell & Reed in Bloomington, MN and has over 13 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
West Des Moines, IA 50266

Scott Adams (CRD# 5749884) is an Investment Advisor Representative working at Waddell & Reed in West Des Moines, IA and has over 9 years of experience in the finance industry.

5
Andre Aflalo
CRD#: 4584723
Hamden, CT 06518

Andre Aflalo (CRD# 4584723) is an Investment Advisor Representative working at Waddell & Reed in Hamden, CT and has over 16 years of experience in the finance industry.

6
Alecia L. Agnew
CRD#: 6703482
Bloomfield Hills, MI 48302

Alecia Agnew (CRD# 6703482) is an Investment Advisor Representative working at Waddell & Reed in Bloomfield Hills, MI and has over 2 years of experience in the finance industry.

7
Andrew M. Agree
CRD#: 4725919
Omaha, NE 68154

Andrew Agree (CRD# 4725919) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 15 years of experience in the finance industry.

8
Ibrahim B. Al Naber
CRD#: 5489587
Camp Hill, PA 17011

Ibrahim Al Naber (CRD# 5489587) is an Investment Advisor Representative working at Waddell & Reed in Camp Hill, PA and has over 11 years of experience in the finance industry.

9
Jose A. Alanis
CRD#: 5019215
Scottsdale, AZ 85253

Jose Alanis (CRD# 5019215) is an Investment Advisor Representative working at Waddell & Reed in Scottsdale, AZ and has over 13 years of experience in the finance industry.

10
Armand P. Alaverdian
CRD#: 3018401
Sherman Oaks, CA 91403

Armand Alaverdian (CRD# 3018401) is an Investment Advisor Representative working at Waddell & Reed in Sherman Oaks, CA and has over 19 years of experience in the finance industry.

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