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Welcome to Waddell & Reed - Minnesota Market

Wherever your life's journey takes you, we'll be there.
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Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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Be ready for what lies ahead

Looking for a financial advisor that understands your unique needs? Our team is highly qualified and committed to being there for you.

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Minnesota Support Staff

Matthew Estel

Matthew Estel, MBA

Branch Manager, Executive Director Practice Development Consulting (Bloomington)

952-852-1322

Cory Werlinger

Director, Practice Development Consulting

952-852-1312

Nancy Thompson

Division Adminstrative Assistant

952-884-1503

Morgan Tomsche

Branch Administrative Assistant

952-884-1503

Anushri Walimbe

Part Time Administrative Assistant (Rochester)

507-282-5323

Client Resources

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Learn More

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More

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