Broker Check

Welcome to Waddell & Reed - Washington / Alaska

Wherever your life's journey takes you, we'll be there.
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We're saddened to share the news of the passing of our long-time colleague
Carol Akerson, CFP®

Remembering Carol

Supported Independence

Welcome to a community where you can build and grow a practice with the assistance of a carefully layered support system that can respond quickly to your needs. Discover Waddell & Reed.

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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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Northwestern WA/ Alaska Market Support Staff

Amy Stokes

Amy Stokes

Branch Administrative Assistant - Seattle

(206) 283-6661

Ann Eaves-Allen

Branch Administrative Assistant - Bellevue

425-455-4020

Jackie Baker

Branch Administrative Assistant - Tacoma

253-474-9555

Julia Coar

Branch Administrative Assistant - Lynnwood

425-774-9053

Kristina Kamm

Kristina Kamm

Branch Administrative Assistant - Bellingham

360-734-4728

Client Resources

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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