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Welcome to Waddell & Reed - Northern Rockies

Serving Idaho, Southeastern Washington, Western Wyoming and Montana

Wherever your life's journey takes you, we'll be there.

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Why Waddell & Reed?

Why Waddell & Reed?

Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us.

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Be ready for what lies ahead

Be ready for what lies ahead

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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Client Resources

<p>Red Flags for Tax Auditors</p>

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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<p>Four Reasons Millennials Need an Estate Strategy</p>

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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<p>Dentist</p>

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
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