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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

Client Resources

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Estate Planning for Future Generations

If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.
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Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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