Unclaimed Profile

John Edward Foley

WAYZATA INVESTMENT PARTNERS LLC·WAYZATA, Minnesota

Series 6, Series 63, Series 65Clean record23 years registeredWAYZATA INVESTMENT PARTNERS LLC

1907 E WAYZATA BLVD, WAYZATA, MN 55391CRD# 2303774Firm CRD# 132046

Profile Verification

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

Identity

John Edward Foley · WAYZATA, MN

Registration

CRD #2303774 · WAYZATA INVESTMENT PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

WAYZATA INVESTMENT PARTNERS LLC

Jul 2004 – present

CFSC WAYLAND ADVISERS, INC.

Jul 2003 – Jul 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · July 15, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYZATA INVESTMENT PARTNERS LLC

CRD 132046 · SEC 801-63304

AUM

$184M

Regulatory assets under management

Employees

2 client accounts

Services offered by WAYZATA INVESTMENT PARTNERS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WAYZATA INVESTMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does John Edward Foley offer?

John Edward Foley specializes in Retirement Planning. Contact their office in WAYZATA, Minnesota for a consultation.

What are John Edward Foley's credentials?

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

Where is John Edward Foley located?

John Edward 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 John Edward Foley charge for services?

John Edward 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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