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.

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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>How to Make the Tax Code Work for You</p>
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn More
<p>What Is a Roth 401(k)?</p>
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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<p>Creative Planning</p>
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
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