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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>What If You Get Audited?</p>

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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<p>New Spending Package Includes Sweeping Retirement Plan Chang</p>

New Spending Package Includes Sweeping Retirement Plan Chang

The SECURE Act was signed into law in December 2019, and many of the provisions offer enhanced opportunities for...
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