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>Financial Aid for Students 101</p>
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn More
<p>A Look at Systematic Withdrawals</p>
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn More
<p>Filing Final Tax Returns for the Deceased</p>
The federal government requires deceased individuals to file a final income tax return.
Learn More