Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors. As we have grown, so, too, has our commitment to personal financial planning. Today, more than 1,600 financial advisors in over 250 registered offices across the country offer our clients a diverse range of investment and insurance products to help them meet their specific financial planning needs.
The Greater Milwaukee Division Office is ideally located in Waukesha, WI and is currently home to 20 financial advisors and support staff. With offices located in Germantown, Jackson, Pewaukee, Appleton, Mequon and Green Bay, we are here to serve your needs. Whether you are an individual investor looking for financial direction, a professional looking to start a career, or an experienced advisor seeking a new partnership, we welcome you to visit.
If you would like your business or know of a business that should be highlighted in the Member Spotlight, please contact Amy Burgdorff.