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Pasco School District

Waddell & Reed, Inc/ Ivy Funds

General Status

Waddell and Reed has rebranded to Waddell & Reed, Inc/ Ivy Funds in 2019. Waddell & Reed was founded in 1937 by Chauncey Waddell and Cameron Reed, who combined their interest in the world of finance to conceive an idea that would eventually affect the financial future of millions of Americans. Today, Waddell & Reed is one of the most enduring mutual fund and financial planning complexes in the United States. We take a personalized approach to investing with our clients. Because of that approach, Waddell & Reed has helped millions of Americans develop financial plans to help them work toward their dreams, such as sending their children to college, providing for retirement or simply accumulating assets – attainable, real dreams that improve peoples’ lives. Financial advisors have succeeded by helping people to identify their goals and then developing strategic plans for working toward them. Why invest with Waddell & Reed? Waddell & Reed’s diverse mix of financial products and services enables affiliated financial advisors to offer substantial product breadth to clients: mutual funds, financial plans and retirement plans, as well as a broad array of insurance products, including life insurance and annuities, which are offered through arrangements with insurance companies. The synergy of Waddell & Reed’s approach – providing clients high quality financial products in a personalized financial plan – is the core of the Waddell & Reed concept…and the key to the company’s continuing success.

Marketing Approaches

  • Advisors
  • Regional or Central Office Employees
  • Seminars, Meetings, and/or Brochure Distribution
  • Websites


Pasco Plan Number: 838692545 (Contributions, Set up), 20027523 (SPARK)

Helpful Employee Resources


Page Last Modified: 12/6/2018 4:31:18 PM