# WADDELL & REED, INC.

WADDELL & REED, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 866
- Type: SEC-registered investment adviser
- SEC file number: 801-16720
- Location: 6300 LAMAR AVENUE, OVERLAND PARK, KS, 66202-4200
- Phone: 913-236-2000
- Latest filing: 2021-09-17
- Regulatory AUM: $33.2B
- Discretionary AUM: $6.4B
- Non-discretionary AUM: $26.9B
- Clients: 1,700
- Accounts: 187,019

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| [WILLIAMS DOYLE JAMES](https://search.stillhousedata.com/person/729419) | EXECUTIVE VICE PRESIDENT, NATIONAL SALES MANAGER | — |
| [CHERRIER KENNETH MICHAEL](https://search.stillhousedata.com/person/730035) | SENIOR VICE PRESIDENT AND CHIEF SUPERVISORY OFFICER | — |
| [BURKE JOHN DAVID](https://search.stillhousedata.com/person/736208) | PRESIDENT; PRESIDENT, CHIEF OPERATING OFFICER, DIRECTOR | — |
| [AUDETTE MATTHEW JON](https://search.stillhousedata.com/person/736350) | PRESIDENT AND CHAIRMAN OF THE BOARD | — |
| [HERRMANN HENRY JOHN](https://search.stillhousedata.com/person/744007) | DIRECTOR | — |
| [BUTCH THOMAS WILLIAM](https://search.stillhousedata.com/person/744008) | CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, DIRECTOR; CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER, DIRECTOR, PRESIDENT; EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER (+3 more) | — |
| [BUYLE MARK PATRICK](https://search.stillhousedata.com/person/744009) | SENIOR VICE PRESIDENT AND GENERAL COUNSEL; SENIOR VICE PRESIDENT, ASSISTANT SECRETARY, CHIEF LEGAL OFFICER, ASSOCIATE GENERAL COUNSEL; SENIOR VICE PRESIDENT,  ASSOCIATE GENERAL COUNSEL (+5 more) | — |
| [STROHM MICHAEL DURWOOD](https://search.stillhousedata.com/person/744010) | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR; CHIEF OPERATING OFFICER, DIRECTOR; PRESIDENT, CEO, CFO, DIRECTOR (+2 more) | — |
| [SCHIEBER MARK ANDREW](https://search.stillhousedata.com/person/744011) | CONTROLLER, SENIOR VICE PRESIDENT; PRINCIPAL ACCOUNTING OFFICER; PRINCIPAL ACCOUNTING OFFICER, CONTROLLER, PRINCIPAL FINANCIAL OFFICER, SENIOR VICE PRESIDENT (+1 more) | — |
| [ANDERSON STEVEN EUGENE](https://search.stillhousedata.com/person/744012) | SENIOR EXECUTIVE VICE PRESIDENT, NATIONAL SALES MANAGER | — |
| [HOFMEISTER BRADLEY DANIEL](https://search.stillhousedata.com/person/744013) | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, ASSOCIATE NATIONAL SALES MANAGER | — |
| [LISTER TERRY LEE](https://search.stillhousedata.com/person/744014) | CHIEF REGULATORY OFFICER; CHIEF REGULATORY OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF REGULATORY OFFICER, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | — |
| [OROSCHAKOFF MICHELLE](https://search.stillhousedata.com/person/749097) | VICE-CHAIRMAN OF THE BOARD | — |
| [HANSEN ELIZABETH ANN](https://search.stillhousedata.com/person/756637) | SVP AND CHIEF COMPLIANCE OFFICER | — |
| [SCHULTE DANIEL CHARLES](https://search.stillhousedata.com/person/759145) | SENIOR VICE PRESIDENT, GENERAL COUNSEL | — |
| [CONNEALY DANIEL PAUL](https://search.stillhousedata.com/person/759147) | SENIOR VICE PRESIDENT, DIRECTOR | — |
| [TUCKER KEITH ALBERT](https://search.stillhousedata.com/person/762080) | CHAIRMAN AND DIRECTOR; CHAIRMAN OF THE BOARD, DIRECTOR; DIRECTOR | — |
| [BLOSS BRENT KYLE](https://search.stillhousedata.com/person/764746) | CHAIRMAN OF THE BOARD, SENIOR VICE PRESIDENT, TREASURER, DIRECTOR; SENIOR VICE PRESIDENT-FINANCE, TREASURER, PRINCIPAL ACCOUNTING OFFICER, PRINCIPAL FINANCIAL OFFICER; SENIOR VICE PRESIDENT, TREASURER, DIRECTOR (+4 more) | — |
| [VOGEL RANDALL ROSS](https://search.stillhousedata.com/person/764747) | SENIOR REGISTERED OPTONS PRINCIPAL | — |
| [LARE KAREN FORSLUND](https://search.stillhousedata.com/person/765048) | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER | — |
| [MIHAL SHAWN MICHAEL](https://search.stillhousedata.com/person/776621) | CHIEF REGULATORY OFFICER, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT; CHIEF REGULATORY OFFICER, CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER AND DIRECTOR; EXECUTIVE VICE PRESIDENT (+3 more) | — |
| [HECHLER ROBERT LEE](https://search.stillhousedata.com/person/778732) | PRESIDENT, CEO, DIRECTOR, TREASURER, CFO | — |
| [MITCHELL CHRISTOPHER MILLS](https://search.stillhousedata.com/person/783286) | ASSISTANT TREASURER | — |
| [SCHLAFLY MARK JOSEPH](https://search.stillhousedata.com/person/791526) | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| [SANDERS PHILIP JAMES](https://search.stillhousedata.com/person/794274) | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/866/similar
- Related entities: https://search.stillhousedata.com/firm/866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.