Waddell & Reed

Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors.

The Waddell & Reed Salt Lake City area branch office is located in Cottonwood Heights. Our team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you reach those goals.

Serving Cottonwood Heights, UT and outlying areas, Bradley Allen of Waddell & Reed is offering the following services.

Serving Cottonwood Heights, UT and outlying areas, Bradley Allen of Waddell & Reed is offering the following services not limited to: Investments, Insurance and annuities, Estate Planning, Financial Planning and Retirement Planning.

Waddell Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.