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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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Minnesota Support Staff

Matthew Estel

Matthew Estel, MBA

Branch Manager, Executive Director Practice Development Consulting (Bloomington)

952-852-1322

Cory Werlinger

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

How Income Taxes Work

A quick look at how federal income taxes work.
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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Learn More

Questions? Let’s Connect.

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