WDR - Waddell & Reed Financial, Inc.

NYSE - NYSE Delayed Price. Currency in USD

Waddell & Reed Financial, Inc.

6300 Lamar Avenue
Overland Park, KS 66202
United States

SectorFinancial Services
IndustryAsset Management
Full Time Employees1,332

Key Executives

NameTitlePayExercisedYear Born
Mr. Philip James Sanders C.F.A., M.B.A., CFA, MBACEO & Director1.49MN/A1959
Mr. Benjamin Russell ClouseSr. VP, CFO, Treasurer737.06kN/A1973
Mr. Brent Kyle Bloss CPA, CPAExec. VP & COO1.09MN/A1969
Mr. Mark Patrick BuyleSr. VP, Chief Legal Officer, Gen. Counsel & Sec.653.53kN/A1967
Ms. Amy Jo Scupham C.F.A.Sr. VP of Distribution684kN/A1975
Amounts are as of December 31, 2018 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.


Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management and advisory, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners' variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.

Corporate Governance

Waddell & Reed Financial, Inc.’s ISS Governance QualityScore as of October 4, 2019 is 4. The pillar scores are Audit: 1; Board: 1; Shareholder Rights: 8; Compensation: 5.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.