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  • Waddell & Reed

    • Financial Planners
    695 Town Center Dr., Ste. 200
    Costa Mesa, CA 92626
    (714) 437-7510
    (714) 437-7510
    (714) 437-7515 (fax)
    • About

      Founded in 1937, Waddell & Reed, Inc. is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors. As Waddell & Reed has grown, so, too, has our commitment to personal financial planning. Today, more than 1,700 financial advisors in offices across the country offer our clients a diverse range of investment and financial planning products and services to help them meet their specific financial planning needs. Our parent company, Waddell & Reed Financial, Inc. is traded on the NYSE under the ticker symbol WDR.


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