Broker Check

Complement client portfolios with expansive investment solutions

Chose from a breadth and depth of products to make smart, customized recommendations for your clients.


Mutual Funds

Offer clients investment options across all asset classes, sectors and disciplines, with access to thousands of mutual funds from more than 100 fund families.

Advisory Programs

Choose from a range of fee-based, asset allocation advisory products that utilize innovative product structures and draw upon the expertise of world-class money managers.

General Securities

Recommend general securities from a full range of products including equities, fixed income and options. 

Education Savings

Choose the education savings vehicle that’s right for your situation – 529 college savings plans, Coverdell Education Savings Account or UGMA/UTMA.

Retirement Solutions

Select from a complete range of individual, employer-sponsored, small-business-owner, nonprofit and government retirement plans from providers that specialize in the retirement plan market.

Insurance and Annuities

Waddell & Reed has sales agreements with most of the top-rated insurers offering products including fixed and variable annuities, life insurance, long-term care insurance and disability income insurance.

Banking and Cash Solutions

Offer clients cash management accounts and loan options to complement their financial plan and help manage their financial lives.

Gifting or Giving Strategies

Offer donor advised funds to clients interested in contributing personal assets to charitable organizations.

Contact us to discuss resources to keep clients on course to meet their goals. 

Thank you!