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Welcome to Waddell & Reed - Michigan-Wisconsin Complex

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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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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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Client Resources

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.
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