|
gptkbp:instance_of
|
gptkb:financial_services
|
|
gptkbp:acquired_by
|
gptkb:LPL_Financial
|
|
gptkbp:acquisition
|
gptkb:LPL_Financial
Waddell & Reed acquired by LPL Financial in 2020
|
|
gptkbp:assets
|
$70 billion (2020)
|
|
gptkbp:client
|
gptkb:real_estate_investment_trusts_(REITs)
gptkb:individuals
corporations
families
high-net-worth individuals
insurance companies
pension funds
institutional investors
government entities
retail investors
hedge funds
venture capital firms
non-profits
private equity firms
foundations
trusts
retirement plans
endowments
institutions
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|
gptkbp:employees
|
approximately 1,000
|
|
gptkbp:founded
|
1937
|
|
gptkbp:founded_in
|
1937
|
|
gptkbp:founder
|
gptkb:Clyde_Reed
gptkb:George_Waddell
|
|
gptkbp:headcount
|
over 1,000 financial advisors
|
|
gptkbp:headquarters
|
gptkb:Overland_Park,_Kansas
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|
https://www.w3.org/2000/01/rdf-schema#label
|
Waddell & Reed
|
|
gptkbp:industry
|
finance
|
|
gptkbp:location
|
gptkb:United_States
|
|
gptkbp:market
|
U. S. market
|
|
gptkbp:notable_products
|
gptkb:Waddell_&_Reed_Advisors
gptkb:Waddell_&_Reed_Balanced_Fund
gptkb:Waddell_&_Reed_Growth_Fund
gptkb:Waddell_&_Reed_Income_Fund
gptkb:Waddell_&_Reed_Target_Date_Funds
|
|
gptkbp:parent_company
|
gptkb:LPL_Financial_Holdings_Inc.
|
|
gptkbp:regulatory_compliance
|
gptkb:Securities_and_Exchange_Commission
gptkb:Financial_Industry_Regulatory_Authority
|
|
gptkbp:revenue
|
$1 billion (2020)
|
|
gptkbp:service_type
|
financial planning
investment management
|
|
gptkbp:services
|
gptkb:Wealth_Management
asset management
financial planning
retirement planning
mutual funds
|
|
gptkbp:subsidiary
|
gptkb:Waddell_&_Reed_Investment_Management_Company
|
|
gptkbp:type
|
gptkb:U._S._Customs_and_Border_Protection
investment management
|
|
gptkbp:website
|
www.waddell.com
|
|
gptkbp:bfsParent
|
gptkb:William_B._Waddell
|
|
gptkbp:bfsLayer
|
6
|