3601 Minnesota Drive
I have been a Financial Advisor with Waddell & Reed since October 2001. I enjoy being a part in helping clients pursue their financial dreams and goals. I believe my job is to help clients make well-informed financial decisions and we...
I have been with Waddell & Reed since 1998 after graduating from the University of Wisconsin - LaCrosse. I enjoy growing long-term relationships with my clients and providing them with the individual care that they need. My clients...
Having been a Financial Advisor with Waddell & Reed from 1997 to 2020, and now acting as an Advisor Assistant, I have had the opportunity to assist individuals and families plan for their financial goals. It has been gratifying to have...
Advisor Associate to Jason Ledermann
I joined Waddell & Reed in 2006 as a Financial Advisor, and joined Jason Ledermann’s team as an Advisor Associate in January 2011. I believe my previous five years were an ideal foundation for my work as an advisor associate. I...
Advisor Associate to Matt Anderson
I am a graduate of the University of Minnesota – Twin Cities and spent over 5 years in the mortgage industry before starting with Waddell & Reed in 2014 as an assistant for Matt Anderson.
Advisor Assistant to Jason Ledermann
I started at Waddell & Reed in 2011 and have been an assistant for Jason Ledermann's team since 2016. I have degrees in management and accounting. My main focus in the practice is preparing client paperwork. I also verify client...
I started working part-time for Jason Ledermann as his Advisor Assistant a year after he became a licensed financial advisor at Waddell & Reed. One of my primary roles has been client communication - calling to schedule appointments,...