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.

Learn about WealthLink

Client Resources

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

<p>What's New for Social Security?</p>
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn More
<p>Retirement Redefined</p>
Around the country, attitudes about retirement are shifting.
Learn More
<p>What Smart Investors Know</p>
Smart investors take the time to separate emotion from fact.
Learn More