Waddell & Reed
311 East Wisconsin Street Suite 109
Portage, WI (Wisconsin) 53901-2455
Portage, WI (Wisconsin) 53901-2455
Business Details
78 years Since 1937
Kathy Houvner (Manager)
| Products: | Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple Ira, Conduit Ira, Individual Retirement Account |
| Services: | Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services, Educational Planning, Family Wealth Planning, Fee-Based Services, Individual Services, Institutional Services, Iras, Long Term Planning, Mutual Funds, Personal Planning, Advice, Analysis, Assessments, Asset Protection, Budget Development, Cash Management, Coaching, Company, Consulting, Corporate Accounts, Corporate Programs, Counseling , Design Assistance, Designer, Evaluations, Event Planning, Expertise, Guidance, Information, Information Services, Job Costing, Management, Moving Guides, Patient Counseling, Personal, Personal Services, Planning, Private, Route Planning |
| Service Features: | Corporate Services, Institutional Services |
| Specialties: | Asset Management, Budgeting, Consultations, Iras, Mutual Funds, Asset Protection |
| General Content: | Consultations |
| Sales Volume: | 500K - 1M |
| Employee Size Range: | 5-9 |
| Franchise/Chain: | Branch |
| Fortune 500: | No |
Additional Categories
Waddell & Reed is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Portfolio Management > Financial Planning & Services
- Investment Advice > Financial Planning & Services
Related Categories in Portage, WI
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