Wayzata, MN Grove Lane E Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

10

Of 4,147 advisors across 1,134 offices

Location

294 Grove Lane E, Suite 240

Wayzata MN 55391

Advisors at this office

10

Advisors at this office

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Jacob J

Series 63, Series 65

Wayzata, MN

Wells Fargo Advisors

Jacob Johnson is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He previously worked at UBS Financial Services and U.S. Bancorp Investments. Outside of his advisory role, he coaches high school wrestling and serves on the board of his condominium association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options through a large network of financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Andrew K

Series 66

Wayzata, MN

Wells Fargo Advisors

Andrew Knutson is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, he serves as President of the American Bandy Association, an amateur sports organization focused on developing the sport of bandy in the United States and supporting youth programs. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning. The firm combines advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel M

Series 63, Series 65

Wayzata, MN

Wells Fargo Advisors

Daniel Miller is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Laurie K

Series 66

Wayzata, MN

Wells Fargo Advisors

Laurie Knutson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 38 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad array of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kathleen F

Series 63

Wayzata, MN

Wells Fargo Advisors

Kathleen Freiderich is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Advisors. Kathleen is also a commissioned notary in the state of Minnesota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Dean B

Series 63, Series 65, Series 66

Wayzata, MN

Wells Fargo Advisors

Dean Breitbach is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He joined Wells Fargo Advisors in 2026 after spending 17 years at UBS Financial Services. He holds the Series 63, Series 65, and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Clayton K

CFP®, Series 65, Series 63

Wayzata, MN

Wells Fargo Advisors

Clayton Knutsen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior experience includes roles at UBS Financial Services and Great Waters Financial. Outside of his advisory work, he coaches high school hockey at Blake High School. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm develops tailored recommendations using its research and planning tools, allowing clients to choose their preferred implementation methods.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John H

Series 66

Wayzata, MN

Wells Fargo Advisors

John Hatton is a Series 66 licensed financial advisor with Wells Fargo Advisors in Wayzata, MN, with three years of industry experience. Before joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for four years and has held various roles including positions with the St. Louis Blues and Saint Mary's University of Minnesota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, delivering these through client meetings and summary letters.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Peter K

CFA®, Series 66

Wayzata, MN

Wells Fargo Advisors

Peter Knutson is a CFA® charterholder with 12 years of industry experience. He has worked at UBS Financial Services for 13 years before joining Wells Fargo Advisors in Wayzata, MN, where he has been since 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Derek C

Series 63, Series 65

Wayzata, MN

Wells Fargo Advisors

Derek Cherne is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Derek serves on the Board of Directors and Executive Committee of the University of Wisconsin River Falls Foundation and is a board member of the Believe Foundation, a nonprofit focused on raising funds for spinal cord recovery. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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