Wayzata, MN E Lake St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

6

Of 24,118 advisors across 14,150 offices

Location

445 E Lake St Suite 210

Wayzata MN 55391-0000

Advisors at this office

6

Advisors at this office

user avatar

Anthony K

CFP®, Series 63

Wayzata, MN

Edward Jones

Anthony Kieffer is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds a Series 63 license and is based in Wayzata, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jacob M

Series 66

Wayzata, MN

Edward Jones

Jacob Morris is a financial advisor with Edward Jones in Wayzata, MN, holding a Series 66 credential and bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Osseo Area Schools for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Annette F

Series 66

Wayzata, MN

Edward Jones

Annette Funke Thompson is a financial advisor at Edward Jones with 28 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Christopher K

CFP®, Series 63

Wayzata, MN

Edward Jones

Christopher Kruse is a financial advisor with Edward Jones in Wayzata, MN, holding CFP® and Series 63 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as chairman of the board of deacons at St. John's Lutheran Church and has been involved with the Rotary Club of Monticello as a past president and board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jeremy J

CFP®, Series 66

Wayzata, MN

Edward Jones

Jeremy Jung is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Best Buy and Cabelas. Outside of his financial advisory work, he owns a cabin rental property in Crosslake, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, affiliated mutual funds, and overlay tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retired Founder/Business Owner Executive

Natalie W

Series 66, Series 63

Wayzata, MN

Edward Jones

Natalie Weelborg is a financial advisor with Edward Jones in Wayzata, MN. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Prior to joining Edward Jones in 2025, she worked at Houlihan Lokey, Houlahan Loke Capital Inc, BMO Capital Markets, and spent four years at the University of St Thomas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")