WADDELL & REED, INC.

WADDELL & REED
OVERLAND PARK, Kansas·12 registered advisors·CRD# 866
SEC# 801-16720357913-236-2000
01

Firm Overview

AUM
$33.2B
Regulatory assets under management
Employees
1700
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WADDELL & REED, INC.

12 registered advisors
Ann Teresa Erskine
OVERLAND PARK, Kansas
Benjamin Russell Clouse
OVERLAND PARK, Kansas
Bradley Daniel Hofmeister
OVERLAND PARK, Kansas
Craig A Junkins
OVERLAND PARK, Kansas
CFPChFC
Karen Forslund Lare
OVERLAND PARK, Kansas
Mark Joseph Schlafly
OVERLAND PARK, Kansas
CFP
Mark Patrick Buyle
OVERLAND PARK, Kansas
Matthew Kirk Reeves
OVERLAND PARK, Kansas
CFP
Matthew Scott Kramper
OVERLAND PARK, Kansas
Melissa Ann Clouse
OVERLAND PARK, Kansas
Shawn Michael Mihal
OVERLAND PARK, Kansas
Yvonne J Devine
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
12 advisors

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Data sourced from SEC Form ADV filings. WADDELL & REED, INC. (CRD# 866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.