About the Business:
Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.
Founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937, they have been dedicated ever since to helping people achieve their financial goals so they can get where they want to go in life.
As one of the oldest planning firms in the United States, they provide financial planning, education funding and much more through our network skilled financial advisors.
About the Owner:
Jim Mills-Winkler came from England to the Long Beach area 42 years ago and is married with 2 kids. Before working as a financial advisor, he worked for the toy company Mattel as an engineer. Jim was first a customer of Waddell & Reed before deciding to join the company. For 14 years Jim has worked independently as a financial advisor for Waddell & Reed.
- financial planning
- educational funding