Welcome to Waddell & Reed and the offices serving the states of Wisconsin and Iowa.

Our team of financial advisors is committed to being there for every step of our clients’ financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us. To get started, find the branch office closest to you and get to know our team.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community. Explore your future now.

Newsletters

  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

  • Where There's a Will…

    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

  • The State of State Pensions

    A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

  • Options for Inherited IRAs

    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?