Business Information
The group's principal activities are to provide investment management, investment product underwriting and distribution. The group's other services include shareholder services administration to the waddell & reed advisors funds, the w&r mutual funds, the w&r target funds inc and managed institutional and separate accounts. The group's subsidiary waddell & reed, inc. Is a national distributor and underwriter for shares of mutual funds and the distributor of variable and other insurance products issued by nationwide life insurance company. It is a registered investment advisor that provides investment management and advisory services to the mutual funds, institutions and other private clients. It manages investments for trusts, high net worth families and individuals, hospitals, schools, labor unions, endowments and foundations.
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Name |
Title
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Email
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| Alan Kosloff | Chmn. | N/A | | Henry Herrmann | Dir., CEO | N/A | | Daniel Connealy | Sr. VP, CFO | N/A | | John Sundeen | Sr. VP, Chief Administrative Officer - Investments | N/A | | Michael Avery | Sr. VP, Chief Investment Officer | N/A |
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Year |
Sales |
Net Income |
| 2006 | 718,655 | 46,112 | | 2005 | 622,080 | 60,121 | | 2004 | 504,077 | 102,165
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