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

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.