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Our Firm

One of the most enduring financial planning firms in the country, Waddell & Reed was founded in 1937 by Chauncey Waddell and Cameron Reed, who combined their keen interest in the world of finance to conceive a truly personalized approach to investing. The company’s financial advisors provide comprehensive, personal financial planning services to numerous clients across the United States.

Commitment to Community

With a presence in the Kansas City area for more than seven decades, Waddell & Reed takes its commitment to community very seriously. As a proud resident of this Midwestern metropolis, the company is title sponsor of the Waddell & Reed Kansas City Marathon, with Ivy Funds, and is a major supporter of the Leukemia & Lymphoma Society’s “Light the Night” Leukemia Walk. Our philanthropic spirit also touches other organizations and initiatives throughout the Kansas City area, including United Way of Greater Kansas City, Operation Breakthrough, Harvesters Community Food Network, Community Blood Center and American Red Cross, Holiday Red Bag, and Coats for Kids.

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

Waddell & Reed is not affiliated with any of the organizations listed herein.