Broker Check

Welcome to Waddell & Reed Arizona & Utah Market

Wherever your life's journey takes you, we'll be there.
Learn more about joining us as an Advisor or working with us as a client.

Join Waddell & Reed Find an Advisor

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.

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.

Contact an advisor today

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Questions? Let’s Connect.

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