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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

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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