Waddell Reed Financial

Waddell & Reed Financial, Inc. is a company based in Overland Park, Kansas. The company employs 1,235 people and generated $1,160 million in revenue. Prior to its acquisition in 2021, Waddell & Reed Financial, Inc. provided investment management services through Ivy Investments and offered wealth management solutions through Waddell & Reed, Inc. Now part of LPL Holdings, Inc., Waddell & Reed leverages the expansive resources and technology of LPL to serve individual financial professionals and institutions. LPL Holdings, Inc. is a leading provider of technology, research, clearing, compliance services, and practice management programs to financial professionals across the United States. LPL enables its advisors to offer a comprehensive range of financial services, including wealth management, retirement planning, financial planning, and asset management solutions to American families. More information about LPL Holdings, Inc. can be found at www.lpl.com/about‐Us/what‐we‐do.html.