Broker Check

WEALTH ADVISORS  CRAIG MARCUM,  ERIN SMITH,  ISMAEL CAMPOS  &  RICHARD BARTLETT

ABOUT OUR BROKER / DEALER

Our Broker/Dealer, Waddell & Reed, has been serving the financial needs of families, individuals and businesses for more than 80 years.

Waddell & Reed is a pioneer in the financial planning industry. Their national network of experienced financial advisors can help you create a personalized plan to help you identify financial goals and get you where you want to go in life.

Our Process


Founded in 1937 by two World War I veterans, Chauncey Waddell and Cameron Reed, Waddell & Reed is dedicated to helping people achieve their financial goals so they can pursue their best financial future.

Our History


Today, Waddell & Reed, Inc., has offices all across the United States. Advisors help businesses, families and individuals plan for their future, regardless of background or level of wealth, one step at a time.

Our Values


Waddell & Reed, Inc. is a subsidiary of publicly traded Waddell & Reed Financial, Inc. (NYSE: WDR) and provides investment management and financial planning services to clients throughout the U.S.

Want to discuss your financial goals and strategies to pursue them? We'd like to listen. Schedule your appointment today.

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