Broker Check

Welcome to Waddell & Reed - Michigan-Wisconsin Complex

Wherever your life's journey takes you, we'll be there.

Join Waddell & Reed Find an Advisor

Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

Learn more

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.

Contact an advisor today

Client Resources

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn More

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More

Questions? Let’s Connect.

Name
Email
Phone
Question
Thank you!
Oops!