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Waddell & Reed Financial, Inc.
6300 Lamar Ave
Phone: (913) 236-2000p:913 236-2000 Overland Park, KS  66202-4200  United States Fax: (913) 236-2010f:913 236-2010
This company was Merged or Acquired on 4/30/2021.
This company ceased filing statements with the SEC on 5/13/2021.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company
Business Summary
Waddell & Reed Financial, Inc. is a holding company. The Company is a mutual fund and asset management company. The Company through its subsidiaries provides investment management, investment advisory, investment product underwriting, and distribution and shareholder services administration to Waddell & Reed Advisors group of mutual funds (the Advisors Funds), Ivy Funds, Ivy Funds Variable Insurance Portfolios (Ivy Funds VIP), InvestEd Portfolios and 529 college savings plan (collectively, the Funds), and the Ivy Global Investors Fund SICAV (the SICAV) and its Ivy Global Investors sub-funds (the IGI Funds), and institutional and separately managed accounts. The Company operates its business through a distribution network. Its retail products are distributed through third parties, such as other broker-dealers, registered investment advisors and various retirement platforms or through associated independent contractor financial advisors.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/202112/31/2020YesYes--Yes

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6282 Investment advice
6411 Insurance agents, brokers, and service
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Thomas C.Godlasky 64 4/1/2018 7/1/2010
President, Chief Operating Officer, Executive Vice President Brent K.Bloss 51 2/21/2020 1/1/2006
Chief Executive Officer, Director Philip J.Sanders 60 6/1/2019 2/1/2011
12 additional Officers and Directors records available in full report.

Business Names
Business Name
Fiduciary Trust Company of New Hampshire
Ivy Distributors, Inc.
Ivy Funds Variable Insurance Portfolios
9 additional Business Names available in full report.

General Information
Number of Employees: 1,116 (As of 12/31/2020)
Outstanding Shares: 62,024,785 (As of 4/23/2021)
Shareholders: 2,034
Stock Exchange: NYSE
Federal Tax Id: 510261715
Fax Number: (913) 236-2010
Email Address: investorrelations@waddell.com


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Friday, April 12, 2024