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>Business Planning</p>
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Learn More
<p>Should You Ever Retire?</p>
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More
<p>All Muni Bonds Are Not Created Equal</p>
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn More