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Welcome to Waddell & Reed - Minnesota/Dakotas Market

Wherever your life's journey takes you, we'll be there.

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Why Waddell & Reed?

Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

 

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Minnesota Support Staff

Be ready for what lies ahead

Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Client Resources

<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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<p>Make the most out of your retirement</p>

Make the most out of your retirement

In retirement, you finally have time to enjoy the rewards of your life’s efforts. Don’t let worrying about finances put a cloud over your exciting next chapter. WealthLink, your personal financial website, can help you easily and securely manage your retirement assets. I’d love to show you how. Call me.
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