Unclaimed Profile

Danae Ann Foley

WAYZATA INVESTMENT PARTNERS LLC·WAYZATA, Minnesota

WAYZATA INVESTMENT PARTNERS LLC

1907 E WAYZATA BLVD, WAYZATA, MN 55391CRD# 5748450Firm CRD# 132046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Danae Ann Foley · WAYZATA, MN

Registration

CRD #5748450 · WAYZATA INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Danae Ann Foley is a registered financial advisor based in WAYZATA, Minnesota, affiliated with WAYZATA INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WAYZATA INVESTMENT PARTNERS LLC

AUM

$184M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WAYZATA INVESTMENT PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5748450

Firm CRD# 132046

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Danae Ann Foley offer?

Danae Ann Foley specializes in Retirement Planning. Contact their office in WAYZATA, Minnesota for a consultation.

What are Danae Ann Foley's credentials?

Danae Ann Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danae Ann Foley located?

Danae Ann Foley is based in WAYZATA, Minnesota, working with WAYZATA INVESTMENT PARTNERS LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Danae Ann Foley charge for services?

Danae Ann Foley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAYZATA INVESTMENT PARTNERS LLC?

WAYZATA INVESTMENT PARTNERS LLC has approximately 7 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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