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>What Our Kids Can Teach us About Saving Money</p>
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn More
<p>Should You Borrow from Your 401(k)?</p>
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
<p>A Brief Guide To Condo Insurance</p>
Important items to consider when purchasing condo insurance.
Learn More