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Advisors in Wayzata, Minnesota
404 Results
Unclaimed

Charles Schwab & CO., Inc.

location

Wayzata, MN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Dean Rydstrand is a financial professional with over 30 years of experience in the industry. Dean is registered with Charles Schwab & CO., Inc. in Minnesota. Dean is a Series 7, 9, 10, 63, and 66 licensed professional. Dean has worked for Charles Schwab & CO., Inc. since 1991 and was previously registered with Dean Witter Reynolds Inc.. Dean provides financial planning and other advisory services to individuals. Dean is also the owner/creator of Anti-Gravity Shoelaces, a novelty and games company, which is not investment related.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

UBS Financial Services Inc.

location

Wayzata, MN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Dean Breitbach is a financial advisor with UBS Financial Services Inc. Dean has been in the financial services industry since 2000. Dean has been with UBS Financial Services Inc. since 2009. Previously Dean worked at CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY DW INC. and U.S. BANCORP INVESTMENTS, INC. Dean is registered in 27 states and has Series 6, 7, 31, 63, 65 and 66 licenses. Dean specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations and other investment advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Wayzata, MN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Debra Connolly is a financial advisor who has been working in the industry since 2014. Debra is registered with the state of Minnesota and Texas. Debra has a Series 7, 66 and SIE license and works with individuals, high-net-worth individuals, corporations, and businesses. Debra is a Registered Representative and Investment Advisor Representative with Morgan Stanley.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Pack Private Wealth, LLC

location

WAYZATA, MN

0 Disclosures

ADVISOR BIO

Derek Joel Swedberg is an investment advisor representative at Pack Private Wealth, LLC. Derek has been in the industry since November 2007 and is registered to provide investment advisory services in Minnesota and Texas. Derek holds the Series 66, Series 7 and SIE licenses. He is affiliated with the firm since October 2020. Derek is currently a Senior Care Provider and Consultant for Lifespark. He also holds a position of Executive Chairman for Pack Private Capital LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

Wayzata, MN

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Derek Cherne is an investment advisor representative with UBS Financial Services Inc., registered in Minnesota and Texas. Derek has been in the securities industry since 1994 and has experience with a variety of firms, including Citigroup Global Markets Inc. and Prudential Securities Incorporated. Derek has experience providing financial planning and investment advice to individuals, businesses, pension plans and other entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WAYZATA, MN

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Donald Ravens miraglia has been an active investment advisor for over 17 years. Donald has been a registered representative with Wells Fargo Clearing Services, LLC since 2011 and previously worked with WELLS FARGO INVESTMENTS, LLC. Donald is registered in California and Minnesota. Donald holds Series 7 and Series 66 licenses, and also the SIE exam. Donald holds the following designations: . Donald Ravens miraglia specializes in financial planning, investment consulting, pension consulting, and portfolio management services. Donald has been a financial advisor since 2005 and has a proven track record of helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

UBS Financial Services Inc. | CFP ® (Certifications)

location

WAYZATA, MN

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Donald Walter Adams is a financial advisor at UBS Financial Services Inc. located in WAYZATA, MN. Donald Walter Adams has been in the financial industry for over 33 years. Donald Walter Adams has a Series 7, 63 and 65 license. Donald Walter Adams is also a Certified Financial Planner. UBS Financial Services Inc. has offices in WEEEHAWKEN, NJ.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Wayzata, MN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Donald Constable is an active investment advisor representative with Morgan Stanley. Constable is registered to offer investment advice in 28 states and is licensed to sell securities in Minnesota and Texas. Constable has been working in the financial services industry since 2022, with a focus on financial planning, portfolio management, and pension consulting. Constable is also a partner in Double Eagle Partners LLC, a rental property business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wealth Enhancement Advisory Services, LLC | CFC ® (Certifications)

location

WAYZATA, MN

experience

49 Years Experience

0 Disclosures

ADVISOR BIO

Donald Warner is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Donald has been in the financial industry since 1976. The firm provides investment advisory services through Wealth Enhancement Advisory, an independent investment advisor firm. Donald is also the business owner of ABW Enterprises LLC, a business that is not investment related. He has a Series 65 license, Series 63 license, and Series 24 license and holds the designation Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed
location

Wayzata, MN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Donna Bailey is a financial advisor with over 25 years of experience in the financial services industry. Donna currently works at Morgan Stanley, and is registered to provide investment advice in 52 states and districts. She is also a registered investment advisor in Minnesota and Texas. Donna previously worked at Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. She holds Series 7, 8, 63 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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