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.

Learn about WealthLink

Client Resources

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

<p>4 Steps to Protecting a Child with Disabilities</p>
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Learn More
<p>Social Security: The Elephant in the Room</p>
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn More
<p>Insuring Your Business Against Cyber Liability</p>
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Learn More