The Waddell & Reed Western Michigan Division branch office is located in Grand Rapids. Our team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you reach those goals.

Contact one of our financial advisors today.

Career Opportunities
Thinking about something new? Consider a career as a Waddell & Reed financial advisor. We offer opportunities for experienced financial services professionals, career changers and recent college graduates. Explore your future now.

Taking Planning Personally

How important is financial planning to your financial future? Find out what Waddell & Reed advisors have to say and why they take financial planning personally

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  • Life Expectancy

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

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.