Our History 

Waddell & Reed was founded in 1937 by World War I veterans Chancey Waddell & Cameron Reed, headquartered in Overland Park, Kansas. Although Waddell & Reed was one of the oldest asset and wealth management companies in the United States, in 2020 it was announced that LPL Financial would enter a partnership to acquire Waddell & Reed’s wealth management business as one of their top-tier asset management partners. By July 2021, the merger was completed, and former Waddell & Reed advisors continue to run their practice with their new partners at LPL Financial.

Our Mission

As a service-driven industry, we believe our clients are our most valuable assets and that our mission is to help people pursue their financial goals. We aim to accomplish this through education, training, integrity, knowledgable and prompt client service. Whether those goals are large or small we aim to provide you with the tools and resources needed to accomplish them.

Our Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. From this information we create strategies that are tailored to your needs and goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.