7 West Square Lake, Suites 108,122 & 124
Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.
Founded in 1937 by World War I veterans Chauncey Waddell and Cameron Reed, Waddell & Reed has been dedicated ever since to helping people achieve their financial goals and get where they want to go in life.
As one of the oldest planning firms in the U.S., we provide financial planning, retirement planning, education funding and much more through our national network of financial advisors.
Today, Waddell & Reed, Inc., has nearly 400 offices in communities around the U.S. Advisors help businesses, families and individuals plan for their future, regardless or background or level of wealth, one step at a time.
Waddell & Reed, Inc. is a subsidiary of publicly traded Waddell & Reed Financial, Inc. (NYSE: WDR).
Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S.