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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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Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
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