Best Financial Advisors in Wayzata, MN

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List of Firms

Wayzata, MN Fiduciary Financial Advisors

John A. Randolph
Location 445 Lake St E Suite 110, Wayzata, MN 55391, USA
Phone (952) 261-3587
Merrill Lynch Wealth Management
1 out of 5
Location 315 Lake St E, Wayzata, MN 55391, USA
Phone (952) 404-5900
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 130 Lake St W, Wayzata, MN 55391, USA
Phone (952) 476-2900
Matthew Brewers - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1907 Wayzata Blvd E Ste 350, Wayzata, MN 55391, USA
Phone (952) 449-6690
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Paul W Bryan
SEC File# 801-3297
CRD# 250
Location 1421 Wayzata Blvd Suite 217, Wayzata, MN 55391, USA
Phone (952) 476-7648
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Micah Benway - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1907 Wayzata Blvd E Ste 350, Wayzata, MN 55391, USA
Phone (952) 449-6690
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Keith Burke - UBS Financial Services Inc.
Location 681 Lake St E, Wayzata, MN 55391, USA
Phone (952) 475-9446
CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 1907 Wayzata Blvd #200, Wayzata, MN 55391, USA
Phone (800) 216-0645
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
The Gehle Group - Morgan Stanley Financial Advisors
Location 445 Lake St E Suite 320, Wayzata, MN 55391, USA
Phone (952) 475-4326
Christopher Bentley - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Lake St E Ste 290, Wayzata, MN 55391, USA
Phone (952) 857-1234
Jason Holt - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Lake St E Ste 290, Wayzata, MN 55391, USA
Phone (952) 857-1226
Merrill Lynch Wealth Management Advisor Krystal M Julius
Location 315 Lake St E Suite 200, Wayzata, MN 55391, USA
Phone (952) 476-5612
Mark Gottlieb - Raymond James
Location 1905 Wayzata Blvd Ste 155, Wayzata, MN 55391, USA
Phone (952) 767-1700
Thrivent Financial
Location 201 Lake St E Suite 205, Wayzata, MN 55391, USA
Phone (952) 475-3900
Merrill Lynch Wealth Management Advisor Don Hutson
Location 315 Lake St E, Wayzata, MN 55391, USA
Phone (952) 476-5621
Morgan Stanley Financial Advisors
4 out of 5
Location 445 Lake St E Suite 320, Wayzata, MN 55391, USA
Phone (952) 475-4300
Michael Soshnik - Raymond James
5 out of 5
Location 1905 W Wayzata Blvd Ste 155, Wayzata, MN 55391, USA
Phone (952) 767-1700
Financial Advisors | U.S. Bancorp Investments
Location 1212 Wayzata Blvd E, Wayzata, MN 55391, USA
Phone (952) 249-7074
James Mattson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Lake St E Ste 290, Wayzata, MN 55391, USA
Phone (952) 857-1275
Green Wealth Management Group
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 701 Lake St E Suite 200, Wayzata, MN 55391, USA
Phone (952) 473-4070
Tony S Larson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Lake St E Ste 290, Wayzata, MN 55391, USA
Phone (952) 914-5421
Merrill Lynch Wealth Management Advisor Thomas C Kane
Location 315 Lake St E, Wayzata, MN 55391, USA
Phone (952) 476-5610
Journey Well Financial Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15600 Wayzata Blvd Ste 104, Wayzata, MN 55391, USA
Phone (952) 417-6179
Ireen Sommer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 Lake St E Ste 290, Wayzata, MN 55391, USA
Phone (952) 842-1502
Jamie Lippert - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15600 Wayzata Blvd Ste 104, Wayzata, MN 55391, USA
Phone (952) 417-6640
Matthew Bouts - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15600 W Wayzata Blvd Ste 104, Wayzata, MN 55391, USA
Phone (952) 767-2439
Jason Aleshire - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 600 Twelve Oaks Center Dr Ste 648B, Wayzata, MN 55391, USA
Phone (952) 473-0324
Merrill Lynch Wealth Management Advisor Whitney R. Blasko
Location 315 Lake St E, Wayzata, MN 55391, USA
Phone (952) 404-5923
Financial Advisors in Wayzata, MN

Where Certified Financial Advisors in Wayzata, MN Serve

Wayzata is a suburb of Minneapolis, located on the western shore of Lake Minnetonka. The town is home to many billionaires and millionaires, and is known for its high-end shopping and dining. Some of the most popular landmarks in Wayzata include the Wayzata Beach, the Wayzata Marina, and the Glensheen Mansion. The top employers in Wayzata are Cargill, Target Corporation, and TCF Financial Corporation. Major highways and streets in Wayzata include Highway 101, Highway 12, and Wayzata Boulevard. The neighborhoods in Wayzata include Downtown, Eastlake, Lakeshore, Northwoods, and Rolling Acres.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wayzata, MN have a variety of banking services to choose from. Each bank offers different products and services, so it is important for residents to research the options before deciding which bank is right for them. Some banks offer traditional checking and savings accounts, while others offer more specialized products like credit cards or home mortgages. No matter what type of product or service you are looking for, there is likely a bank in Wayzata that can meet your needs.

Insurance Broker

Residents of Wayzata, MN can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best coverage for their needs. They can also assist in filing claims and helping to resolve any disputes that may arise. In addition, brokers are familiar with the laws and regulations governing insurance in Minnesota, and can help residents comply with these requirements.

Retirement Planning

One of the best things that a financial advisor can do for Wayzata, MN residents is to help them with retirement planning. A good advisor will work with you to create a plan that takes into account your unique needs and situation. They will help you make sure that you are on track to retire when and how you want to.

Wealth Management

Residents of Wayzata, MN can take advantage of wealth management services to help them grow their money and protect it from taxes. Wealth management involves working with a financial advisor to create a plan that will help you reach your financial goals. This might include investing in stocks, bonds, or other types of investments, as well as estate planning and tax planning.

Estate Planning Lawyer

Estate planning lawyers can help Wayzata, MN residents protect their estate and ensure that their loved ones are taken care of after they die. Estate planning is the process of creating a plan for how your property will be distributed after you die. It can also include provisions for taking care of your loved ones after you're gone. If you live in Wayzata, MN, it's important to work with an estate planning lawyer who can help you create a plan that meets your specific needs. An experienced lawyer will be able to advise you on the best way to protect your estate and make sure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Wayzata, MN can help residents by providing them with the best rates and terms for their mortgage. They can also help residents find the right type of mortgage for their needs, and guide them through the entire process from start to finish. In addition, mortgage loan officers can advise residents on how to improve their credit score, so they can get the best possible rate on their mortgage.

Tax Services

Residents of Wayzata, MN can take advantage of the services provided by tax accountants to help them file their taxes and receive the best return possible. Tax accountants are experienced in completing all the necessary paperwork and ensuring that residents receive any deductions or credits they are eligible for. In addition, tax accountants can help residents plan their finances throughout the year, so they know exactly how much money they will have available to spend after taxes are paid.

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FAQs About Personal Financial Advisors in Wayzata, MN