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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

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

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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