Waddell & Reed Financial Inc

6300 Lamar Ave
Overland Park KS 66202
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Opening Hours

  • Mon: 9am-5pm
  • Tue: 9am-5pm
  • Wed: 9am-5pm
  • Thu: 9am-5pm
  • Fri: 9am-5pm

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Waddell & Reed, founded in 1937, is one of the oldest mutual fund complexes in the United States. It introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company distributes investment products through the Waddell & Reed Advisors channel and wholesale channels. Through its subsidiaries, Waddell & Reed Financial provides investment management and financial planning. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Its Ivy Investment Management Company serves as investment advisor to Ivy Funds and the Ivy Funds portfolios. Waddell & Reed serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Ivy Funds Distributor serves as principal underwriter and distributor to Ivy Funds and the Ivy Funds portfolios.