Waddell & Reed:
An Early Pioneer in the Mutual Fund and Financial Planning Industry

Recently Released!!!
Date Published: April 2012
Comprehensive Power Point Deck: 101 Slides
Summary Power Point Deck: 16 Slides

Waddell & Reed was founded in 1937 and is based in Overland Park, Kansas. Waddell & Reed has over 400 offices, 2,500 employees, $40 billion assets under management, & generates $500 million in revenues. Waddell & Reed is led by its CEO Hank Herrmann. Waddell & Reed's web site can be found at www.waddell.com.

Waddell & Reed's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Mutual Funds
  • Independent Broker Dealer
And its profile concludes with the highlights of its organizational structure & ownership.

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