Oklahoma > Tulsa > Waddell & Reed, Inc.

Waddell & Reed, Inc.

Verified Listing

(918) 494-9800
4200 E Skelly Dr
Tulsa, OK 74135
Category: Finance & Legal:Financial Services:Financial Advisory Services


About

At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. For 70 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life’s dreams. We do this by providing personal, comprehensive financial planning and solid investment and insurance products* delivered to you by skilled, well-trained financial advisors.

*Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.


Products And Services

We Can Offer A Wealth Of Investment Opportunities

Choose from a wide variety of mutual funds, education plans and retirement plans to meet your individual financial needs and goals.

Mutual Funds – Access detailed information on each of the Waddell & Reed Advisors Funds and Ivy Funds.
Performance, Prospectus & Reports, Daily Pricing, Fund Directory, Mutual Fund Fee and Expense Calculators.

Education Plans – Learn how we can help you prepare for your family’s education expenses.
InvestEd Plan, Coverdell ESA, UGMA/UTMA Accounts.

Retirement Plans – Discover our wide variety of retirement plans that can be tailored to individuals or organizations.
Individual Plans, Employer-sponsored Plans, Owner-only Plans, Non-profit Plans, Governmental Plans.

Managed Portfolios – Learn about our Managed Allocation Portfolios and how we can help you build a customized portfolio.



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