Broker Check


Willowbranch Financial Group is a team of award-winning Waddell & Reed financial advisors that have formed a partnership to share resources and financial knowledge to better serve clients.  Waddell & Reed is our back office support and brokerage service.  If you have any questions about Waddell & Reed, Willowbranch Financial Group or our financial services, please contact us.



In mid-2021, LPL Financial will replace Waddell & Reed Financial as the back office support and brokerage service for our Advisors at Willowbranch Financial Group. Very little will change for clients and their best interests remain our top priority.  We are excited about this news and the new benefits LPL will bring to our team and to clients. Feel free to contact us with questions about this announcement.

Press Release from Waddell & Reed:  December 2, 2020, "Macquarie Group to acquire Waddell & Reed Financial, Inc. for $1.7 billion. On completion of the transaction, Macquarie has agreed to sell Waddell & Reed Financial, Inc.’s wealth management platform to LPL Financial Holdings Inc."  Full Press Release

About LPL Financial:  LPL is the nation’s largest independent brokerdealer*, recognized for its innovative tools, technology, and service. LPL invests heavily to improve its technology and provide extraordinary service. This should enable us to spend more time helping you pursue your financial goals and elevate your overall experience. You will experience timely trades, 24/7 access to your accounts from any device, anywhere, and clear and easy-to-understand statements.

Announcement letters and pertinent information will be mailed directly to current clients.

Check back here for new information or contact your advisor with questions.

* Based on total revenue, Financial Planning magazine, June 1996-2020.