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Welcome to Waddell & Reed - Michigan-Wisconsin Complex

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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Michigan-Wisconsin Support Staff

Client Resources

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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