Unclaimed Profile

Julieann Aedie Mcevoy

WAYZATA INVESTMENT PARTNERS LLC·WAYZATA, Minnesota

WAYZATA INVESTMENT PARTNERS LLC

701 EAST LAKE STREET, WAYZATA, MN 55391CRD# 5748451Firm CRD# 132046

Profile Verification

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

Identity

Julieann Aedie Mcevoy · WAYZATA, MN

Registration

CRD #5748451 · WAYZATA INVESTMENT PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Julieann Aedie Mcevoy 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

Speak with Julieann

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julieann is the right fit? Take our 2-minute quiz →

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# 5748451

Firm CRD# 132046

View on FINRA BrokerCheck →

Looking for a financial advisor in WAYZATA?

Browse all registered financial advisors in WAYZATA, Minnesota or claim this profile if it's yours.

Browse WAYZATA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julieann Aedie Mcevoy offer?

Julieann Aedie Mcevoy specializes in Retirement Planning. Contact their office in WAYZATA, Minnesota for a consultation.

What are Julieann Aedie Mcevoy's credentials?

Julieann Aedie Mcevoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julieann Aedie Mcevoy located?

Julieann Aedie Mcevoy 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 Julieann Aedie Mcevoy charge for services?

Julieann Aedie Mcevoy'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →