Waddell and Reed is a firm that provides investment management, financial advisor, professional and technical services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Illinois, Massachusetts, Michigan, New Hampshire, New York, and South Dakota (although they are present in other states as well).
Most Waddell and Reed clients are assisted living and continuing care retirement communities, colleges, universities, and professional schools, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, individual and family services, and community housing services with revenues ranging from $36 million to $108 million.
Previous legal names, trade names, or just variations of their name include: Waddell && Reed, Inc..
| Name | Type | Location | |
|---|---|---|---|
| 1 | Wayne Memorial Hospital (WMH) | 501(c)(3) | Honesdale, PA |
| 2 | Northern Human Services | 501(c)(3) | Conway, NH |
| 3 | United Methodist Retirement Communities (UMRC) | 501(c)(3) | Chelsea, MI |
| 4 | Homeland Center | 501(c)(3) | Harrisburg, PA |
| 5 | ServiceNet | 501(c)(3) | Northampton, MA |
| 6 | Fieldhome | 501(c)(3) | Cortlandt Manor, NY |
| 7 | Legacy Law School Corporation (JMLS) | 501(c)(3) | Chicago, IL |
| 8 | Bakers Local 433 Pension Fund | 501(c)(91) | N Sioux City, SD |
Competitors to Waddell and Reed in the nonprofit sector include Cambridge Investment Research, Northwestern Mutual Investment Serv, Morningstar, Minnesota Life Insurance Company, Ubs Financial Services, Inc., NFP Retirement Inc., Mma Securities LLC, Transamerica, Ameriprise Financial Services, and Raymond James Financial Services.
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