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 31 - 40 of 1,525 top financial advisors.
31
Frank D. Anzalone
CRD#: 2914695
Franklin, TN

Frank Anzalone (CRD# 2914695) is an Investment Advisor Representative working at Waddell & Reed in Franklin, TN and has over 22 years of experience in the finance industry.

32
Santiago Apodaca
CRD#: 4426300
Colleyville, TX

Santiago Apodaca (CRD# 4426300) is an Investment Advisor Representative working at Waddell & Reed in Colleyville, TX and has over 18 years of experience in the finance industry.

33
Anne E. Arbuthnot
CRD#: 1663126
111 Maplewood Ave, Suite C, Portsmouth, NH 03801

Anne Arbuthnot (CRD# 1663126) is an Investment Advisor Representative working at Waddell & Reed in Portsmouth, NH and has over 32 years of experience in the finance industry. Anne Arbuthnot 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.

34
Salam Assaf
CRD#: 5694227
6060 Poplar Ave, Suite 450, Memphis, TN 38119

Salam Assaf (CRD# 5694227) is an Investment Advisor Representative working at Waddell & Reed in Memphis, TN and has over 10 years of experience in the finance industry.

35
Jarett T. Atkins
CRD#: 5632657
6300 Lamar Avenue, Overland Park, KS 66202

Jarett Atkins (CRD# 5632657) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 10 years of experience in the finance industry.

36
Thomas R. Atkinson
CRD#: 5129797
936 West Fourth Street, Ste 100, Winston Salem, NC 27101

Thomas Atkinson (CRD# 5129797) is an Investment Advisor Representative working at Waddell & Reed in Winston Salem, NC and has over 13 years of experience in the finance industry.

37
James R. Audas
CRD#: 3250537
6300 Lamar Avenue, Overland Park, KS 66202

James Audas (CRD# 3250537) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 19 years of experience in the finance industry. James Audas 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.

38
Louis R. Avalos
CRD#: 4694771
18101 Von Karman Ave Ste 1940, Irvine, CA 92612

Louis Avalos (CRD# 4694771) is an Investment Advisor Representative working at Waddell & Reed in Irvine, CA and has over 16 years of experience in the finance industry.

39
Dan L. Avery
CRD#: 2967385
625 Kenmoor Avenue Se, Suite 209, Grand Rapids, MI 49546

Dan Avery (CRD# 2967385) is an Investment Advisor Representative working at Waddell & Reed in Grand Rapids, MI and has over 22 years of experience in the finance industry.

40
Maynard Azose
CRD#: 6101122
2601 Fourth Avenue, Suite 100, Seattle, WA 98121

Maynard Azose (CRD# 6101122) is an Investment Advisor Representative working at Waddell & Reed in Seattle, WA and has over 7 years of experience in the finance industry.

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