If you would like to get started with W&A, please download the client questionnaire.

For your protection, W&A requests that you do not return this completed form via regular email. Please send through a secure portal or encrypted email or contact our office to schedule a time to meet with an advisor.

Financial Planning Center

Why Waddell and Associates is different:

  • Unbiased investment advice based on independent research
  • Independent – no commissions or incentives from fund companies
  • Ongoing account management
  • Commitment to client communication

Fill out the form to the below and an advisor will contact you soon.