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Finance

Waddell & Reed

Waddell & Reed's headquarters in Mission, KS, United States

Philip J. Sanders

Michael Strohm

Christopher W. Rackers

Shawn M. Mihal

Daniel P. Hanson

Benjamin R. Clouse

Mark P. Buyle

Brent K. Bloss

Dennis E. Logue

Jerry W. Walton

Thomas C. Godlasky

Kathie J. Andrade

James A. Jessee

Constance K. Weaver

Sharilyn S. Gasaway

Michael F. Morrissey

This department provides advisory and investment services to clients, focusing on financial planning and asset management.

Financial Services

The Legal and Compliance team at Waddell & Reed ensures that the company adheres to all regulatory requirements and industry standards while providing legal guidance on business operations. This team works collaboratively with senior leadership and the board to mitigate risks, safeguard company assets, and promote ethical practices, enabling the organization to pursue its financial planning goals responsibly.

Legal and Compliance

This department oversees the overall strategic direction and operational management of the organization.

Executive Leadership

The Leadership Team at Waddell & Reed is responsible for setting the strategic direction and vision of the company, ensuring that financial planning services align with client needs and market trends. Composed of senior executives from various functional areas, the team collaborates to drive growth, manage risk, and uphold governance standards while fostering a culture of excellence and client-centric service.

Leadership Team

This department handles various administrative and support functions to ensure smooth operations within the organization.

Administration

This department supports and assists advisors in providing services to clients.

Waddell & Reed

Org chart

Board & advisors

Teams

Financial Services

Legal and Compliance

Executive Leadership

Leadership Team

Administration

Advisor Services

Offices

Waddell & Reed

Org chart

Board & advisors

Teams

Financial Services

Legal and Compliance

Executive Leadership

Leadership Team

Administration

Advisor Services

Offices

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