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Welcome to Waddell & Reed - Minnesota Market

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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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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

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Learn More

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
Learn More

Questions? Let’s Connect.

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