Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wayzata, MN
Every SEC-registered investment adviser representative at a firm office in Wayzata, with the firms that employ the most of them.
422 registered advisors work in Wayzata; the most are at Morgan Stanley (71). 0 list the CFP designation and 383 are also registered broker representatives.
Firms with the most advisors in Wayzata
Advisors in Wayzata, A to Z (first 300 of 422)
Search all of Minnesota →- Donald W. Adams Jr.UBS Financial Services Inc. · Certified Financial Planner
- Jacob D. AdamsUBS Financial Services Inc.
- Michael J. AdamsStifel, Nicolaus & Company, Incorporated
- Jeffrey C. AdamsonMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Jason M. AleshireAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan W. AlsteadRBC Capital Markets, LLC
- Brooke AmentMorgan Stanley
- Daniel A. AmentMorgan Stanley
- Jeffrey R. AmentMorgan Stanley
- Alexander C. AndersonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Daniel A. AndersonMorgan Stanley
- Jordyn AndersonMorgan Stanley
- Paul D. AntonenkoStifel, Nicolaus & Company, Incorporated
- Jonathan Y. ApplebaumMorgan Stanley
- James M. ArmourAusdal Financial Partners, Inc.
- Jennifer A. ArpsCaptrust · Certified Financial Planner
- Zachary J. AugustynState Farm Investment Management Corp. · Chartered Financial Consultant
- Donna S. BaileyMorgan Stanley
- Lizbeth K. BakerRBC Capital Markets, LLC
- David S. BarberotMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Glynne B. BassiMorgan Stanley · Certified Financial Planner
- John R. BeardMorgan Stanley
- Judson P. BeeskauPrime Capital Financial · Certified Financial Planner
- Jeffrey A. BelstlerRBC Capital Markets, LLC
- Gretchen L. BennettMorgan Stanley
- Randall A. BernsUBS Financial Services Inc.
- Heather C. BerscheitWells Fargo Clearing Services, LLC
- Raj C. BhattacharyaRBC Capital Markets, LLC
- Andrew J. BlakeMorgan Stanley
- Whitney R. BlaskoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael B. BlockNew Edge Wealth
- Ryan L. BodinVanderbilt Advisory Services · Certified Financial Planner
- Brian D. Bohnsack360 Financial
- Lester F. Bolstad IIIUBS Financial Services Inc.
- Nicholas R. BormannWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jonathan J. BottemaUBS Financial Services Inc.
- James P. BoweMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christina K. BoydMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Adam BradyRBC Capital Markets, LLC
- Thomas J. BrandtRBC Capital Markets, LLC
- Diana L. BrassMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Davis M. BreenCetera Investment Advisers LLC
- James W. BrennanMorgan Stanley
- Nathan J. BrennanMorgan Stanley
- Kathleen BrightWells Fargo Clearing Services, LLC
- Benjamin C. BrinkmanUBS Financial Services Inc.
- Robert A. Britton Jr.Minneapolis Portfolio Management Group, LLC
- Lauren A. BrownFiat Wealth Management · Certified Financial Planner
- Scott A. BrownUnderdog Wealth Management, LLC
- Jonathan M. BryantOsaic Wealth, Inc.
- Jenny J. BudzeakWells Fargo Clearing Services, LLC
- Matthew J. BuechelMorgan Stanley
- Shannon M. BugnonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Theodore BulinskiUBS Financial Services Inc.
- Daniel J. BurfeindMorgan Stanley
- Keri R. BurtonMorgan Stanley
- Caroline S. CampMorgan Stanley · Certified Financial Planner
- Rachelle L. Carlson-OienNew Edge Wealth
- Christi R. CarnerMorgan Stanley
- Beth K. CarringtonPerceptive Edge Investment Management, Inc.
- Brian G. CarringtonPerceptive Edge Investment Management, Inc.
- Jennifer N. CarrollMorgan Stanley
- Derek J. CherneWells Fargo Advisors Financial Network, LLC
- Reece A. ChiribogaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rene C. ChiribogaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jamie L. ChmielewskiWells Fargo Clearing Services, LLC
- Keeley J. ChristoffRBC Capital Markets, LLC
- Morgan E. CisnerosNew Edge Wealth
- Keely M. ClemonsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin CollinsWells Fargo Clearing Services, LLC
- Cinda L. CollinsWells Fargo Clearing Services, LLC
- Paul K. CollinsWells Fargo Clearing Services, LLC
- Daniel ColvinFiat Wealth Management
- Debra K. ConnollyMorgan Stanley
- Donald S. ConstableMorgan Stanley
- Peter T. Cook Jr.Wells Fargo Clearing Services, LLC
- Brian W. CoxUBS Financial Services Inc.
- Brady A. CoyleMorgan Stanley
- John F. CoyleMorgan Stanley
- Richard F. Crosby IIStifel, Nicolaus & Company, Incorporated
- Chris T. DanielWells Fargo Clearing Services, LLC
- Jonathan M. DeckenbachRBC Capital Markets, LLC · Certified Financial Planner
- Annette J. DickMorgan Stanley
- Jessica M. DittrichRBC Capital Markets, LLC
- Samantha DonovanMorgan Stanley
- Grant R. Dressen360 Financial
- Yevgeniy M. DrozdovCharles Schwab & Co., Inc.
- Estella M. EckartMorgan Stanley
- Peter E. EckerlineRBC Capital Markets, LLC
- Lana B. EdmundsonWells Fargo Clearing Services, LLC
- Dana J. EffertzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John M. EhlersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan D. EissU.S. Bancorp Advisors, LLC
- Jonathan A. EklinUBS Financial Services Inc.
- Erik F. EngebretsonWells Fargo Clearing Services, LLC
- Leif H. EngenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amy N. ErckMorgan Stanley
- Evan C. EricksonUBS Financial Services Inc.
- John S. EricksonJse Wealth Management LLC
- Troy V. EspesethRussell Investments
- Richard L. FaatzWells Fargo Clearing Services, LLC
- Rebecca B. FalkUBS Financial Services Inc.
- John FalldinAmeriprise Financial Services, LLC
- Joseph E. FalldinAmeriprise Financial Services, LLC
- Timothy J. FarleyRBC Capital Markets, LLC
- Jocelyn C. FenaCharles Schwab & Co., Inc.
- Nicholas V. FianoCapital Client Group, Inc.
- John E. FoleyWayzata Investment Partners LLC
- David B. FosterPark Avenue Securities LLC
- Isaac K. FosterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey A. FosterPark Avenue Securities LLC
- Taylor J. FosterCambridge Investment Research Advisors, Inc.
- Timothy D. FosterPark Avenue Securities LLC
- Erica FrantzMorgan Stanley
- Kathleen A. FreiderichWells Fargo Advisors Financial Network, LLC
- Denise G. FroehlichMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Annette M. Funke-ThompsonEdward Jones
- Barbara R. GapinskiWells Fargo Clearing Services, LLC
- John M. GeelanMorgan Stanley
- Lane R. GehleMorgan Stanley
- Megan E. GehrmanCetera Investment Advisers LLC · Certified Financial Planner
- Peter D. GiancolaState Farm Investment Management Corp. · Chartered Financial Consultant
- Joseph D. GibbonsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey E. GillisMorgan Stanley
- Joseph GossettNew Edge Wealth · Chartered Financial Analyst
- Mark J. GottliebRaymond James Financial Services Advisors, Inc.
- Bradly J. GottoFiat Wealth Management
- Andrew P. GoulsonWells Fargo Clearing Services, LLC
- Brian S. GrahekWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Dana M. GranberryRBC Capital Markets, LLC
- Tyanna T. GranerRBC Capital Markets, LLC
- Julie M. GreenbergRBC Capital Markets, LLC
- Rachel E. GreenwaldRBC Capital Markets, LLC
- Maxwell GresethMorgan Stanley
- Shawn P. GresethMorgan Stanley
- Joseph P. GribbenRBC Capital Markets, LLC
- Matthew J. GribbenRBC Capital Markets, LLC
- Tamara M. GrochalaUBS Financial Services Inc.
- Harrison T. GrodnickMinneapolis Portfolio Management Group, LLC
- Phillip W. GrodnickMinneapolis Portfolio Management Group, LLC
- Elizabeth R. GustafsonRBC Capital Markets, LLC
- Rachel Roanne GutierrezUBS Financial Services Inc.
- Anne D. GuzmanMorgan Stanley · Certified Financial Planner
- Emily E. HaanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cally J. HaderajWells Fargo Advisors Financial Network, LLC
- Alyssa M. HallRBC Capital Markets, LLC
- Travis W. HansbergerGreat Valley Advisor Group, LLC
- Cynthia A. HansenSomerset Group LLC
- Joseph HansonMorgan Stanley
- Robert J. HarnettUBS Financial Services Inc.
- Kristin E. HarperMorgan Stanley
- Marguerite T. HarvieuxUBS Financial Services Inc.
- John M. HattonWells Fargo Advisors Financial Network, LLC
- Steven J. HeimermannAmeriprise Financial Services, LLC · Certified Financial Planner
- Mark G. HeinOsaic Wealth, Inc.
- Conor N. HentgesWells Fargo Advisors Financial Network, LLC
- Izaak HerreraCharles Schwab & Co., Inc.
- Jonathan B. HessStifel, Nicolaus & Company, Incorporated
- David A. HiattCharles Schwab & Co., Inc.
- Nicole A. HillerUBS Financial Services Inc.
- Jessica R. HindermannMorgan Stanley
- Stacy A. HinkemeyerRBC Capital Markets, LLC
- Alex HoffmanRBC Capital Markets, LLC
- Sean G. HoffmanRBC Capital Markets, LLC
- Kyle W. HolecekMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nikolai T. HollandState Farm Investment Management Corp.
- Jason HoltAmeriprise Financial Services, LLC
- Adam S. HosfieldWells Fargo Clearing Services, LLC
- Riley HowardWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Aaron M. HoweRBC Capital Markets, LLC
- Brandon W. HoweRBC Capital Markets, LLC
- Hans P. HummelWells Fargo Clearing Services, LLC
- John D. HurdRocket Capital Management, L.L.C.
- David W. Hust IIBannerstone Capital
- Donald HutsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel J. JacksonRBC Capital Markets, LLC
- David JacksonAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Gregory A. JacksonNeuberger Berman Bd LLC
- Jeremy JacksonAmeriprise Financial Services, LLC
- Sarah S. JacksonRBC Capital Markets, LLC
- Lyndsay M. JankowiakWells Fargo Clearing Services, LLC
- Brandon L. JanovskyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jodi L. JensonRBC Capital Markets, LLC
- Adam M. JohnsonRBC Capital Markets, LLC
- Cade J. JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Craig A. JohnsonWells Fargo Clearing Services, LLC
- Jacob W. JohnsonWells Fargo Advisors Financial Network, LLC
- Lindsay A. JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul J. JohnsonWells Fargo Clearing Services, LLC
- Ryan R. JohnsonMorgan Stanley
- Zachary C. JohnstonWells Fargo Clearing Services, LLC
- Westcott A. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark A. JosephsLPL Financial LLC
- Jeremy W. JungEdward Jones · Certified Financial Planner
- Sarah J. KaelbererB&E Investment Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Morgan A. KaneUBS Financial Services Inc.
- Sean P. KaneMorgan Stanley
- Peter E. KenefickUBS Financial Services Inc.
- Matthew B. KentStifel, Nicolaus & Company, Incorporated
- Angela J. KieferRBC Capital Markets, LLC · Certified Financial Planner
- Anthony E. KiefferEdward Jones · Certified Financial Planner
- Arlene J. KielleySomerset Group LLC
- Andrew D. KiernanUBS Financial Services Inc.
- Paul D. KingRBC Capital Markets, LLC
- Brett R. KlangWells Fargo Clearing Services, LLC
- Kristin M. KleinRBC Capital Markets, LLC
- George C. KlimaPark Avenue Securities LLC · Chartered Financial Consultant
- Mark A. KlineFiat Wealth Management
- Frederick Knapp Jr.UBS Financial Services Inc.
- Clayton KnutsenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Andrew M. KnutsonWells Fargo Advisors Financial Network, LLC
- Laurie J. KnutsonWells Fargo Advisors Financial Network, LLC
- Natalie M. KnutsonUBS Financial Services Inc.
- Peter M. KnutsonWells Fargo Advisors Financial Network, LLC · Chartered Financial Analyst
- Michael R. KobsCetera Investment Advisers LLC
- Seth T. KoestlerWells Fargo Clearing Services, LLC
- Peter J. KolarRBC Capital Markets, LLC
- Kendra KosekWells Fargo Advisors Financial Network, LLC
- Sharon M. Kosir KrummeWells Fargo Clearing Services, LLC
- Matthew J. KoskiCetera Investment Advisers LLC
- Douglas E. KottkeUBS Financial Services Inc.
- Ali C. KouroumaMorgan Stanley
- Kari L. KraemerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jill R. KragthorpeWells Fargo Clearing Services, LLC
- Bryan J. KramerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen E. KrezinskiRussell Investments
- Theodore R. KrumholzMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher S. KruseEdward Jones · Certified Financial Planner
- Gregory J. KuehnRBC Capital Markets, LLC
- William C. KuehnRBC Capital Markets, LLC
- John C. KvammeMorgan Stanley · Certified Financial Planner
- Joseph G. LambrechtRBC Capital Markets, LLC
- Teresa M. LaneWells Fargo Clearing Services, LLC
- Brian R. LarsonMorgan Stanley · Chartered Financial Analyst
- Henry J. LarsonRBC Capital Markets, LLC
- Jacqueline R. LarsonRBC Capital Markets, LLC
- Scott D. LarsonBannerstone Capital
- Lisa K. LausonMorgan Stanley
- Amy J. LawinRBC Capital Markets, LLC
- Fred LegrandWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ryan J. LeidleFiat Wealth Management
- Benjamin LeistikowRBC Capital Markets, LLC
- Darren J. LepakFiat Wealth Management
- Mitchell M. LevinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael L. LevittMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Martha F. LewinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anita M. LicariRBC Capital Markets, LLC · Certified Financial Planner
- Karla B. LindsayMorgan Stanley
- Mario A. LucarelliLPL Financial LLC
- James M. LukanichWells Fargo Advisors Financial Network, LLC
- Cooper T. LukendaMorgan Stanley
- Andrew J. LundeenWells Fargo Clearing Services, LLC
- Ryan T. LynchRBC Capital Markets, LLC
- Robert P. MacmullanMorgan Stanley
- Molly F. MaherRBC Capital Markets, LLC
- Daniel J. Mahoney360 Financial · Certified Financial Planner
- Lesley MairinMorgan Stanley
- Laura L. MaksymkowB&E Investment Advisers, Inc. · Chartered Financial Consultant
- Katherine ManahanRBC Capital Markets, LLC
- Asher ManhardMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tracy L. MansonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Luana L. Marrier HolecekMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael R. MarstonAmeriprise Financial Services, LLC
- Courtney MartineauMorgan Stanley
- Jennifer A. MatterWells Fargo Clearing Services, LLC
- Janet K. McConkeyRBC Capital Markets, LLC
- John M. McCormickAmeriprise Financial Services, LLC
- William B. McNabbRBC Capital Markets, LLC · Certified Financial Planner
- Philip A. MehrerRBC Capital Markets, LLC
- Payton L. MetcalfUBS Financial Services Inc.
- Wendy M. MeyerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan MichaelisB&E Investment Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel F. MillerWells Fargo Advisors Financial Network, LLC
- Joseph J. MillerRBC Capital Markets, LLC
- Ashley M. MilotFiat Wealth Management
- Jeremy R. MitchellMorgan Stanley
- David R. MohrMorgan Stanley
- Timothy W. MonsonFiat Wealth Management
- Jacob D. MorrisEdward Jones
- Michael W. MungerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Patrick J. MurphyLPL Financial LLC
- Scott G. MusgjerdUBS Financial Services Inc.
- Allison F. NelsonRBC Capital Markets, LLC
- Clint N. NelsonPrime Capital Financial · Certified Financial Planner
- David A. NetjesWells Fargo Clearing Services, LLC
- Kyle P. NeubauerEdward Jones
- Dustin J. NeumannUBS Financial Services Inc.
- Mitchell R. O'BrienRBC Capital Markets, LLC
- Michael K. OlafsonMorgan Stanley
- Gregory P. OlsonMorgan Stanley
- Larry R. OlsonWells Fargo Advisors Financial Network, LLC
- Margret M. OrtloffRBC Capital Markets, LLC
- Anna M. OsbornPark Avenue Securities LLC
- Brandon J. OslundMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Brett B. OslundMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Natthan G. OsterbergUBS Financial Services Inc.
- Garrit H. OttenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Molly A. PadmoreUBS Financial Services Inc.
- Pamela B. ParliamentMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael A. PasquaMorgan Stanley
Other cities in Minnesota
All of Minnesota →Minneapolis 2,417Plymouth 738Edina 631Bloomington 575Minnetonka 457Rochester 245Arden Hills 208Saint Paul 178Eden Prairie 166Golden Valley 156Maple Grove 147Woodbury 144Duluth 143St. Paul 118Eagan 116St Paul 112Burnsville 95New Brighton 92St Cloud 92St Louis Park 92Stillwater 92St. Louis Park 81Lake Elmo 74Mankato 74
Questions
How many financial advisors are in Wayzata, MN?
422 investment adviser representatives are registered at firm offices in Wayzata, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 383 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Wayzata?
Morgan Stanley, with 71 registered advisors in Wayzata, followed by RBC Capital Markets, LLC with 71.
How do I check a financial advisor in Wayzata?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.