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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

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
Learn More

Questions? Let’s Connect.

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