AdvisorOS Directory
Claim Profile
MB

Mary Irene Burns

WAYZATA INVESTMENT PARTNERS LLC·WAYZATA, Minnesota
Unclaimed Profile
1907 E WAYZATA BLVD, WAYZATA, MN 55391CRD# 4813691Firm CRD# 132046
01

About

Mary Irene Burns 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WAYZATA INVESTMENT PARTNERS LLC
WAYZATA INVESTMENT PARTNERS LLC
AUM
$184M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WAYZATA INVESTMENT PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4813691
Firm CRD# 132046
2 disclosures on file
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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mary Irene Burns offer?
Mary Irene Burns specializes in Retirement Planning. Contact their office in WAYZATA, Minnesota for a consultation.
What are Mary Irene Burns's credentials?
Mary Irene Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Irene Burns located?
Mary Irene Burns 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 Mary Irene Burns charge for services?
Mary Irene Burns'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 →
Other advisors in WAYZATA
Andrew Macdonald Hunter — HUNTER KEITH INDUSTRIES, INC.Donald Alan Warner — NEW ERA FINANCIAL ADVISORS, INCDavid Bernard Van Benschoten — ASYMMETRIC CAPITAL MANAGEMENT, LLC.Jeffrey Steven Drobny — GARDA CAPITAL PARTNERS LPDavid Ryan Cragg — NORTH LOOP CAPITAL MANAGEMENT, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile