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 41 - 50 of 1,525 top financial advisors.
41
Kathy L. Bahe
CRD#: 6246127
1041 S Ohio St, Salina, KS 67401

Kathy Bahe (CRD# 6246127) is an Investment Advisor Representative working at Waddell & Reed in Salina, KS and has over 6 years of experience in the finance industry.

42
Randal L. Bahe
CRD#: 5446657
1041 S Ohio St, Salina, KS 67401

Randal Bahe (CRD# 5446657) is an Investment Advisor Representative working at Waddell & Reed in Salina, KS and has over 12 years of experience in the finance industry.

43
John J. Bailey
CRD#: 4882506
2601 Fourth Avenue, Suite 100, Seattle, WA 98121

John Bailey (CRD# 4882506) is an Investment Advisor Representative working at Waddell & Reed in Seattle, WA and has over 15 years of experience in the finance industry.

44
Noah R. Bailey
CRD#: 5211550
2601 Fourth Avenue, Suite 100, Seattle, WA 98121

Noah Bailey (CRD# 5211550) is an Investment Advisor Representative working at Waddell & Reed in Seattle, WA and has over 13 years of experience in the finance industry.

45
Daniel A. Baily
CRD#: 2599490
1425 South Fretz Ave, Edmond, OK 73003

Daniel Baily (CRD# 2599490) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 25 years of experience in the finance industry.

46
Mark C. Bairrington
CRD#: 4553240
6300 Lamar Avenue, Overland Park, KS 66202

Mark Bairrington (CRD# 4553240) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 17 years of experience in the finance industry.

47
Peter J. Baity
CRD#: 4106084
110 Painters Mill Rd, Ste 104, Owings Mills, MD 21117

Peter Baity (CRD# 4106084) is an Investment Advisor Representative working at Waddell & Reed in Owings Mills, MD and has over 18 years of experience in the finance industry.

48
Gregrey L. Baker
CRD#: 1399730
825 Ne Multnomah St Ste 1120, Portland, OR 97232

Gregrey Baker (CRD# 1399730) is an Investment Advisor Representative working at Waddell & Reed in Portland, OR and has over 7 years of experience in the finance industry.

49
Cari E. Bakken
CRD#: 4885228
3601 Minnesota Drive, Suite 550, Bloomington, MN 55435

Cari Bakken (CRD# 4885228) is an Investment Advisor Representative working at Waddell & Reed in Bloomington, MN and has over 15 years of experience in the finance industry.

50
Nicholas P. Bakker
CRD#: 5801824
625 Kenmoor Avenue Se, Suite 209, Grand Rapids, MI 49546

Nicholas Bakker (CRD# 5801824) is an Investment Advisor Representative working at Waddell & Reed in Grand Rapids, MI and has over 7 years of experience in the finance industry. Nicholas Bakker 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.

PREV ... 1 2 3 4 5 6 7 8 9 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.