Waddell & Reed, Inc.

Firm Profile

KEY CONTACTS
Bill Robertson, (913) 236-1452,
broberts@waddell.com
WEBSITE waddell.com

PRIMARY MARKET(S) SERVED
Micro – (< $1 million)
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million

OPTIONS AVAILABLE
• Retirement sales desk representatives
• Business development consultants
• Recruiter for retirement plan advisors
• 3rd party investment analysis tool
• Benchmarking tools
• CRM/data aggregation
• Custom risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan design consulting
• Plan sponsor fiduciary training

3rd Party Clearing BD: N/A