Waddell & Reed to Open Financial Advisor Office in Plaza Vista Building

Expands presence in metro area with first Plaza location

OVERLAND PARK, Kan.--()--Investors throughout Kansas City now have greater access to comprehensive personal financial planning services via a new centrally located Waddell & Reed Financial Advisors office, as the firm announced plans today to open a new location on the first floor of the high-profile Plaza Vista building. Construction began this week on the new space, which has a planned opening of Aug. 1, 2014.

Waddell & Reed’s latest financial advisor office at 900 W. 48th Street, Suite #120, marks its first location on the Country Club Plaza. The firm has financial advisor offices across the country, and two other primary locations locally, one in Leawood, Kan., and one in Independence, Mo. The firm plans to add approximately 15 new financial advisors and related support staff for the new office.

“It’s important for our advisors to have a presence in all parts of the community, to be accessible and visible. We are building this space with state-of-the-art technology in an inviting environment. We’re pleased to bring Waddell & Reed to the Plaza and to such a quality building in our headquarters region,” said Thomas W. Butch, president of Waddell & Reed, Inc. “With more people seeking financial guidance amid a changing financial landscape, it makes sense for us to broaden our availability to the many who live, work and shop on the Plaza and surrounding areas.”

Dimensional Innovations Inc., an Overland Park design and fabrication firm, will assist with environmental graphics and touch-screen technology in the lobby area outside the Waddell & Reed office. The screen will offer ongoing market information and other financial planning information.

“We are excited to be working with one of Kansas City’s premier corporate citizens in expanding its presence in Kansas City,” said Dave Harrison, president of VanTrust, representing the ownership of the building. “Waddell & Reeds’ affiliation with the Plaza Vista project is a terrific complement to the Polsinelli law firm’s headquarters.”

Waddell & Reed, Inc., has been a part of the Kansas City community for nearly 80 years and manages in excess of $1.3 billion in client assets in the metro area through 60 financial advisors. The firm has nearly 1,800 advisors across the country. Waddell & Reed financial advisors offer guidance on personal and business financial planning, retirement plans, education funding, investment planning and estate planning, among other services. The company is a full-service broker/dealer, a financial planning pioneer, and launched two of the very first mutual funds in the industry in 1940.

Founded in 1937, Waddell & Reed, Inc. also serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, Inc. and InvestEd Portfolios, Inc. It is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had approximately $127 billion in firm wide assets under management at Dec. 31, 2013.

About VanTrust Real Estate, LLC

VanTrust Real Estate, LLC (“VanTrust”) is a full-service real estate development company with a regional focus and national scope. VanTrust is headquartered in Kansas City, Missouri, with regional offices in Columbus, Dallas, Houston, and Phoenix. The company creates real estate assets for both internal portfolio holdings as well as disposition opportunities across the United States. VanTrust offers its clients and capital partners a full spectrum of real estate services including acquisition, development, asset management, construction management and consulting. Product types include office, industrial, multifamily, retail, institutional, governmental, hospitality and recreational. VanTrust’s ownership and substantial capital base are associated with the Van Tuyl Group. VanTrust is one of the most highly acclaimed real estate developers in the Midwest providing client-specific services on a national basis. Access www.vantrustre.com for more information.

Contacts

Waddell & Reed
Roger Hoadley, 913-236-1993
VP, Director of Communications

Waddell & Reed to open financial advisor office in Plaza Vista Building (Graphic: Business Wire)

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Waddell & Reed to open financial advisor office in Plaza Vista Building

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Contacts

Waddell & Reed
Roger Hoadley, 913-236-1993
VP, Director of Communications