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Corporate Profile | Waddell & Reed Financial Inc.

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. 4Q16 Earnings Conference Call. Tuesday, January 31, 2017 10:00 AM ET. Waddell and Reed Financial, Inc. (NYSE: WDR) became a publicly traded company in 1998. Our businesses provide proven, professional investment management and financial planning services to individuals and institutional investors in the United States and globally. 2016 Annual Meeting Proxy Materials. 2015 Annual Report and Form 10-K. View All SEC Filings. Waddell a...

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Corporate Profile | Waddell & Reed Financial Inc. | ir.waddell.com Reviews

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Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. 4Q16 Earnings Conference Call. Tuesday, January 31, 2017 10:00 AM ET. Waddell and Reed Financial, Inc. (NYSE: WDR) became a publicly traded company in 1998. Our businesses provide proven, professional investment management and financial planning services to individuals and institutional investors in the United States and globally. 2016 Annual Meeting Proxy Materials. 2015 Annual Report and Form 10-K. View All SEC Filings. Waddell a...

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2 company overview

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Corporate Profile | Waddell & Reed Financial Inc. | ir.waddell.com Reviews

https://ir.waddell.com

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. 4Q16 Earnings Conference Call. Tuesday, January 31, 2017 10:00 AM ET. Waddell and Reed Financial, Inc. (NYSE: WDR) became a publicly traded company in 1998. Our businesses provide proven, professional investment management and financial planning services to individuals and institutional investors in the United States and globally. 2016 Annual Meeting Proxy Materials. 2015 Annual Report and Form 10-K. View All SEC Filings. Waddell a...

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Governance Documents | Waddell & Reed Financial Inc.

http://ir.waddell.com/govdocs

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Nominating and Corporate Governance Committee Charter. Corporate Code of Business Conduct and Ethics for Directors and Employees. Policy Regarding Director Recommendations by Stockholders. Directorship Guidelines and Selection Policy. Policy for Hiring Employees of the Independent Auditing Firm. Click the link to the right to download:. These Terms of Use are...

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Quarterly Results | Waddell & Reed Financial Inc.

http://ir.waddell.com/QuarterlyResults

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Q416 Average Assets Under Management and Management Fees. Q316 Average Assets Under Management and Management Fees. Q216 Average Assets Under Management and Management Fees. Q116 Average Assets Under Management and Management Fees. Click the link to the right to download:. S&P Global Market Intelligence. TERMS AND CONDITIONS OF USE. These Terms of Use are the...

3

Annual Reports & Proxy Statements | Waddell & Reed Financial Inc.

http://ir.waddell.com/FinancialDocs

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Notify me of new financial documents posted to this site. 2016 Annual Report and Form 10-K. 2015 Annual Report and Form 10-K. 2014 Annual Report and Form 10-K. 2013 Annual Report and Form 10-K. 2012 Annual Report and Form 10-K. 2011 Annual Report and Form 10-K. 2010 Annual Report and Form 10-K. TERMS AND CONDITIONS OF USE.

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SEC Filings | Waddell & Reed Financial Inc.

http://ir.waddell.com/Docs

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Please click to return to the document group list. View Insider related Regulatory Filings: Forms 3, 4 and 5. View Document Grouping descriptions. Waddell and Reed Financial, Inc. On Jan. 31, registrant reported its net income for the quarter and its net income for the year ended Dec. 31, 2016. Displaying 1 to 20. S&P Global Market Intelligence. These Terms o...

5

Officers & Directors | Waddell & Reed Financial Inc.

http://ir.waddell.com/OD

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. Mr Philip J. Sanders. Chief Executive Officer and Chief Investment Officer. Mr Sanders received his BA in Economics in 1980 from the University of Michigan. He earned an MBA from the University of North Carolina at Charlotte in 1986. Mr Sanders is a CFA charter holder. He is a member of the CFA Institute and the Kansas City CFA Society. Mr Thomas W. Butch.

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waddell.com

Waddell & Reed - Join Waddell

http://www.waddell.com/join

Whether you are a recent college graduate, a professional from another industry or an established financial professional, Waddell and Reed can help you achieve success. Experienced Financial Services Professional. Do you desire to partner with a company that works for you; truly understands your worth and value; and rewards you accordingly? Do you just want someone to take a chance on you, recognize your potential and invest in your success? Contact recruitment: 1-800-829-1322 recruiting@waddell.com.

waddell.com

Waddell & Reed - About Waddell & Reed

http://www.waddell.com/personal_investors/about_waddell.aspx

About Waddell and Reed. Waddell and Reed Kansas City Marathon. Legal Documents and Corporate Entities. Annual Review of Management Fees. SEC-Required Report on Routing of Customer Orders. What to Do with Your. Evaluating a Job Offer. ABCs of Financial Aid. Loss of a Loved One. Social Security Survivor's Benefits. Caring for Aging Parents. Closing an Income Gap. Social Security Retirement Benefits. Investing in Mutual Funds. Fund Returns and Daily Prices. Historical Prices and Distributions. Check the bac...

corporate.waddell.com

About Us | Waddell & Reed Financial, Inc.

https://corporate.waddell.com/about-us

We feel the strength of our company develops from three key elements: a collaborative, risk management-focused culture in our Investment Management Division; a balanced distribution model; and our experienced executive management team. Through our affiliates, Waddell and Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States and internationally. Philip J. Sanders, CFA. Chief Executive Officer Chief Investment Officer.

corporate.waddell.com

History | Waddell & Reed Financial, Inc.

https://corporate.waddell.com/about-us/history

Waddell and Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. Here is a brief journey across the timeline of our growth. Waddell and Reed Investment Management Company launches two of the first mutual funds in the industry under the United Funds name: the Accumulative Fund (now called the Waddell and Reed Advisors Accumulative Fund) and the Income Fund (now called the Waddell and Reed Advisors Core Investment Fund). United Investors Life Insurance C...

corporate.waddell.com

2016 Operation Breakthrough Thanksgiving Dinner Drive

https://corporate.waddell.com/newsroom/2016-operation-breakthrough-thanksgiving-dinner-drive

2016 Operation Breakthrough Thanksgiving Dinner Drive and Turkey Donation. November 28, 2016. This past November, Waddell and Reed employees assembled nearly 440 Thanksgiving "dinner boxes"to ensure a nourishing Thanksgiving dinner for some of Kansas City’s less-fortunate families. Waddell and Reed also donated 330 turkeys to Operation Breakthrough. A Commitment to Caring. Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms. Waddell and Reed Financial, Inc.

corporate.waddell.com

Financial Benefits | Waddell & Reed Financial, Inc.

https://corporate.waddell.com/careers/financial-benefits

Saving for a comfortable retirement is key to our philosophy and something we encourage all employees to put at the forefront of their planning. Unusual in today’s business climate, Waddell and Reed’s employees are eligible for both a defined benefit retirement plan and a defined contribution plan, including company matching. While more detail is provided when you join us, the following are highlights of our financial and retirement benefit plans, along with other perks:. Defined Benefit Pension Plan.

corporate.waddell.com

Insurance Benefits | Waddell & Reed Financial, Inc.

https://corporate.waddell.com/careers/insurance-benefits

Our employees should feel financially secure, even if an unexpected event an accident, long-term illness or untimely death should occur. As such, we provide our employees with life, disability and critical illness insurance coverage in addition to our comprehensive medical, dental, vision and wellness programs. Life Insurance and Accidental Death and Dismemberment. Our Critical Illness policy provides employees with a lump sum payment of up to $20,000 tax free upon diagnosis of the policy’s specified cri...

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Corporate Profile | Waddell & Reed Financial Inc.

Annual Reports and Proxy Statements. Annual Reports and Proxy Statements. 4Q16 Earnings Conference Call. Tuesday, January 31, 2017 10:00 AM ET. Waddell and Reed Financial, Inc. (NYSE: WDR) became a publicly traded company in 1998. Our businesses provide proven, professional investment management and financial planning services to individuals and institutional investors in the United States and globally. 2016 Annual Meeting Proxy Materials. 2015 Annual Report and Form 10-K. View All SEC Filings. Waddell a...

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