Broker Check

Jason Ledermann

CFP®, AWMA

Financial Advisor
Waddell & Reed

952-345-1408

3601 Minnesota Drive, Suite 550
Bloomington, MN 55435

Matthew Anderson

Financial Advisor
Waddell & Reed

952-345-1427

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>The Half Million Dollar Baby</p>
The true cost of raising a child may be far more than you expect.
Learn More
<p>Should You Ever Retire?</p>
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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<p>The ABCs of Zero Coupon Bonds</p>
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn More