Waddell & ReedFIRM
  • Independent B/D
  • $10B - $50B AUM
  • 1,000 - 2,499 Advisors
  • Overland Park, KS

About Waddell and Reed

We’ve compiled publicly available information on Waddell & Reed to assist in the education and due diligence process.

Broker Dealer Summary

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Gross Revenue

Total Gross Revenue
$250M - $500M

Gross Revenue Percentage (%)

Commission Revenue
56%
Fee-Based Revenue
27%
Fixed Insurance / Other
17%

Financial Overview

Total Client Account Assets
$10B - $50B

Corporate Profile

Address
6300 Lamar Ave
Overland Park, KS 66202
Corporate Phone Number
(913) 236-2000
Parent Company
Waddell & Reed Financial Inc
CEO
Henry J. Herrmann
Head of Recruiting
Todd Esh, Cathie Suchecki
Clearing Firm(s)
  • Pershing
Year Founded
1937
Firm Channel
  • Independent B/D

Broker Dealer Highlights

Net Excess Capital
$20M - $50M
Number of Producing Financial Advisors
1,000 - 2,499

Payouts and Expenses

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Company Biographies

  • Henry J. Herrmann,

    CFA

    Chairman, Chief Executive Officer & Director, Waddell & Reed Financial, Inc.