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>Protection Against Uninsured Drivers</p>
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Learn More
<p>Gun Ownership and Your Homeowners Policy</p>
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More
<p>Perception vs. Reality</p>
There’s an alarming difference between perception and reality for current and future retirees.
Learn More