Broker Check

Jason Ledermann

CFP®, AWMA

Financial Advisor
Waddell & Reed

952-884-1503

3601 Minnesota Drive, Suite 550
Bloomington, MN 55435

Matthew Anderson

Financial Advisor
Waddell & Reed

952-884-1503

3601 Minnesota Drive, Suite 550
Bloomington, MN 55435

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process
WealthLink

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with us to create a plan to pursue your financial goals.

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Client Resources

We offer a full library of resources to help boost your financial planning knowledge.

<p>Tips for Finding Care for Your Disabled Child</p>
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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<p>Roth 401(k) vs. Traditional 401(k)</p>
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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<p>Six Most Overlooked Tax Deductions</p>
Six overlooked tax deductions to help manage your tax bill.
Learn More