3601 Minnesota Drive
Since 1937, we've had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry.
Joe Godfrey is your primary point of contact as you explore, ask questions, get acquainted with Waddell & Reed, and move toward an affiliation decision.
Joe grew up in Iowa and moved to MN in 2013, where he currently lives with his wife Liz and their three daughters, Caitlin, Carlie and Clara. Joe graduated from Northwest Missouri State in 1998 and started his career as an advisor at...
Area Sales Leader
Jon Graham has over twenty years of experience in Banking and Investments. He most recently spent the last few years as a senior leader in the Los Angeles Ultra High Net Worth Private Banking space. Prior to that, he had tremendous...