Who is Waddell & Reed?

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. Waddell & Reed was founded in 1937, and today is one of the most enduring financial services firms in the United States. We offer a wide range of financial products and services.

Our approach- which we call "Investing With a Plan"- is what makes us who we are, and helps us stand apart from our competitors.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

This site is published for residents of the United States only. Financial Advisors of Waddell & Reed, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.

Brian Wong, CFP®, ChFC

Who is Waddell & Reed?