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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?

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

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

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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Questions? Let’s Connect.

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