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

Send RequestRequest Sent

Request a Recruitment Kit

Gross Revenue

Total Gross Revenue
$250M - $500M

Gross Revenue Percentage (%)

Commission Revenue
Fee-Based Revenue
Fixed Insurance / Other

Financial Overview

Total Client Account Assets
$10B - $50B

Corporate Profile

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

Broker Dealer Highlights

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

Payouts and Expenses

Register for The Advisor Center

In order to access all features, you'll need to register for The Advisor Center. Signing up is free, completely anonymous, and takes only a few moments.

Company Biographies

  • Henry J. Herrmann,


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