Unclaimed Profile

Matthew Kirk Reeves

WADDELL & REED, INC.·OVERLAND PARK, Kansas

SIE, Series 7, Series 24, Series 66CFPClean record15 years registeredWADDELL & REED, INC.

6300 LAMAR AVENUE, OVERLAND PARK, KS 66202-4200CRD# 3087396Firm CRD# 866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Kirk Reeves · OVERLAND PARK, KS

Registration

CRD #3087396 · WADDELL & REED, INC. · 15 years registered

Brand Profile

Not yet started

Career History

UMB FINANCIAL SERVICES, INC.

Jan 2025 – present

LPL FINANCIAL LLC

Sep 2021 – Oct 2024

CAMPBELL, CA

WADDELL & REED

Jul 2011 – Sep 2021

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 25, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WADDELL & REED, INC.

CRD 866 · SEC 801-16720

AUM

$33.2B

Regulatory assets under management

Employees

1,700

187,019 client accounts

Services offered by WADDELL & REED, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WADDELL & REED, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Kirk Reeves offer?

Matthew Kirk Reeves specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Matthew Kirk Reeves's credentials?

Matthew Kirk Reeves holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Kirk Reeves located?

Matthew Kirk Reeves is based in OVERLAND PARK, Kansas, working with WADDELL & REED, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Matthew Kirk Reeves charge for services?

Matthew Kirk Reeves's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WADDELL & REED, INC.?

WADDELL & REED, INC. has approximately 1700 employees and manages $33.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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