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

Calculators

  • Savings Goals

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

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?