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WAYZATA INVESTMENT PARTNERS LLC
WAYZATA INVESTMENT PARTNERS LLC
WAYZATA, Minnesota
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14 registered advisors
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CRD# 132046
SEC# 801-63304
0
952-345-0700
01
Firm Overview
AUM
$184M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WAYZATA INVESTMENT PARTNERS LLC
14 registered advisors
Blake Matthew Carlson
WAYZATA, Minnesota
CRD# 4813696
Candace Rae Carlson
WAYZATA, Minnesota
CRD# 5748463
Danae Ann Foley
WAYZATA, Minnesota
CRD# 5748450
John David Mcevoy
WAYZATA, Minnesota
CRD# 1955637
John Edward Foley
WAYZATA, Minnesota
CRD# 2303774
Joseph Martin Deignan
WAYZATA, Minnesota
CRD# 2647532
Julieann Aedie Mcevoy
WAYZATA, Minnesota
CRD# 5748451
Kathleen Anne Halloran
WAYZATA, Minnesota
CRD# 2181619
Kelly Marie Aubrey
WAYZATA, Minnesota
CRD# 6723085
Mary Irene Burns
WAYZATA, Minnesota
CRD# 4813691
Megan Kelly Deignan
WAYZATA, Minnesota
CRD# 5748448
Patrick Joseph Halloran
WAYZATA, Minnesota
CRD# 1686827
Pia Ellen Schutt
WAYZATA, Minnesota
CRD# 6723086
Raphael T Wallander
WAYZATA, Minnesota
CRD# 7894395
05
Office Locations
WAYZATA, Minnesota
14 advisors
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Data sourced from SEC Form ADV filings. WAYZATA INVESTMENT PARTNERS LLC (CRD# 132046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.