LPL Financial

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Founded in 1937, Waddell & Reed Financial is one of the oldest financial advisors in the United States. It serves institutional and individual investors. The company provides mutual funds, education and retirement plans, and insurance and annuities. Waddell & Reed offers brokerage and portfolio management services. Additionally, the company provides information about market performance and other investment-related issues. Through its subsidiaries, Waddell & Reed Financial offers investment management and financial planning services. It also offers core and international growth equity, core and intermediate fixed income, and small and large cap growth investment options. The company provides online account processing services. Waddell & Reed Financial maintains a branch office in Waukesha, Wis.