JF
JF

John Foley

22 Years of Experience
Wayzata, MN

John Foley is a registered investment advisor at Wayzata Investment Partners LLC, based in Wayzata, MN, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $46M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$45.8M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

701 East Lake Street, Suite 300, Wayzata, MN, 55391

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wayzata Investment Partners LLC
July 2004 - Present · 21 yrs 10 mos
Previous Registrations
Cfsc Wayland Advisers, INC.
July 2003 - July 2004 · 1 yr
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Foley - Financial Advisor | TrueAdvisor