Waddell & Reed Financial Services

6300 Lamar Avenue Shawnee Mission, Overland Park, KS 66202

3

BPI
Financial Rating

3.9

BPI Stakeholder Rating

3

BPI Social Responsibility Rating

Founded in 1937, Waddell & Reed is one of the most enduring financial services firms in the U.S. Providing proven, professional investment management and financial planning services to individuals and institutional investors, we operate through three distinct distribution channels: Waddell & Reed Financial Advisors. Our national network of financial advisors provides clients comprehensive investment and personal financial planning services. Ivy Funds Wholesale Distribution. We distribute our products to retail clients through broker/dealers, retirement platforms and independent RIAs.

3.3

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/Ethical Impact

OUR DIVERSIFIED FINANCIAL SERVICES COMPANY is built on a distinct business model with two differentiated brands, individually focused on skilled asset management and personalized wealth management services, both offering exceptional client support. At our foundation is a values-based, purpose-driven company culture focused on innovation and growth. AS WE ENTER 2020, the financial industry arguably faces more change and disruption than it has seen in decades. From fee pressures, to firm consolidation with a focus on ever-increasing scale, to growing interest in corporate responsibility, rapid change is evident in all facets of our business. Amidst all the change, 2019 was an exceptional performance year for the financial markets broadly, as stocks around the world turned in one of the strongest years in the last decade. Together, stocks and bonds saw their largest simultaneous gains in more than two decades. Despite the strong market performance and solid economic fundamentals, investors remained somewhat cautious in the face of global growth fears and geopolitical uncertainty. Flows across the industry in 2019 were weighted toward fixed income products and passively-managed index funds at the expense of active equity products.

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Awards Received

2023

Revenues

$3,550,000,000.00

Website Traffic

Employee Rating

4.2

Customer Rating

3.5

Company Size

1000-5000

ESG Risk Rating

3

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