Waddell & Reed, Inc (aka: Waddell & Reed) - General Status
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 develop strategic plans for working toward them.
Why invest with Waddell & Reed?
Waddell & Reed’s ongoing success also is a result of the exceptional work of our portfolio managers and the long-term performance of our mutual funds. Successfully cultivating these investment results across many market cycles, Waddell & Reed’s investment management team has achieved highly competitive performance within its peer groups.
Led by its strong, recognized brand names – Waddell & Reed Advisors Funds and Ivy Funds – Waddell & Reed’s diverse mix of financial products and services enables
our 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, that 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.
Waddell & Reed, Inc (aka: Waddell & Reed) Web Homepage
Waddell & Reed has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Waddell & Reed, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Waddell & Reed to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Waddell & Reed offers the following type of 403(b) investment option:
- 403(b)(7) Custodial Mutual Funds (Load)
- 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
- End of List
Roth 403(b) Contribution Policy
Waddell & Reed does NOT accept Roth 403(b) contributions.
Investment products of Waddell & Reed are marketed using the following approaches:
- Agents Who Are Contracted with the Vendor
- Seminars, Meetings, and/or Brochure Distribution
- End of List Declared by Waddell & Reed
Helpful Employee Resources
Waddell & Reed provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Waddell & Reed, please visit our General Waddell & Reed, Inc Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Waddell & Reed, Inc (aka: Waddell & Reed) - Oregon City Status
To Be Determined
Waddell & Reed, Inc Plan Number
When contacting Waddell & Reed or its local contacts, have ready your Oregon City - Waddell & Reed, Inc GROUP NUMBER: 020025082
Oregon City EIN
When contacting Waddell & Reed or its local contacts, you may require the Oregon City EIN: 936000264
Oregon City Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Waddell & Reed on Oregon City list of authorized vendors.
Request Additional Information from Waddell & Reed, Inc
Contact Waddell & Reed directly if you have additional questions about Waddell & Reed products or services.
Waddell & Reed has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Waddell & Reed, Inc has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Oregon City 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
requires a minimum monthly contribution of $25.00. Some Vendors may require minimum amounts higher than this while others may not (see below).
Vendor Minimum Contribution
Waddell & Reed, Inc
requires a minimum monthly contribution of $0.00
, and a total minimum annual contribution of $0.00
Waddell & Reed, Inc has supplied the following forms which may be PDFs or online submittals:
Please contact Waddell & Reed to request any other type of forms you might need.
Oregon City Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Oregon City 403(b) Plan and much more on the Oregon City Information Page, available by clicking here.