Welcome to Waddell & Reed and the offices serving Oregon

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

  • Birthday Opportunities

    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

  • Four Financial Numbers You Should Know

    Four financial numbers that you should understand (and that could potentially improve your financial situation).

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

  • Do You Need an Umbrella?

    American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.

Calculators

  • IRA Eligibility

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

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?