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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

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Annual Review

A lot can happen in the course of a year.
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