Welcome to Waddell & Reed and the offices serving Idaho/E. Washington.

Our team of financial advisors is committed to being there for every step of our clients’ financial journeys:

  • Listening to their objectives, needs, values and expectations.
  • Planning by identifying goals and taking consistent actions toward achieving them.
  • Advising through all stages and changes that life may bring.

We hope you choose to begin or continue your financial journey with us.

 

Career Opportunities
Launch a new career as a financial advisor or grow your already established practice at Waddell & Reed. Our supportive environment helps connect you with clients and community.

 

Newsletters

  • Where There's a Will…

    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

  • Going Public

    A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

  • HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform

    The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.

Calculators

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?