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Report of Organizational Actions Affecting Basis of Securities8937Form (December 2011) Department of the Treasury Internal Revenue Serviceman BOMB No. 15452224See separate instructions. Reporting
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Waddell & Reed Advisors is a financial advisory firm that offers investment management and financial planning services.
Financial advisors and firms registered with Waddell & Reed are required to file Waddell & Reed Advisors.
Waddell & Reed Advisors can be filled out electronically through the SEC's Investment Adviser Registration Depository (IARD) system.
The purpose of Waddell & Reed Advisors is to provide transparency and accountability in the financial advisory industry.
Waddell & Reed Advisors must report their firm's assets under management, client base, advisory services, and business practices.
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