Investment Services locations near Wayzata, MN

Showing 1–6 of 6 results

This page indexes 6 investment services listings for Wayzata, MN. Details on this page were last refreshed Oct 2026.

Edward Jones - Financial Advisor: DAN Bakke JR

📍 15600 Wayzata Blvd Ste 105, Wayzata, MN, 55391

📞 952-249-0446

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Nick Lampi

📍 1421 Wayzata Blvd Ste 217, Wayzata, MN, 55391

📞 952-476-7648

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Updated Oct 2026

Milestone Investments

📍 315 Manitoba Ave Ste 310, Wayzata, MN, 55391

📞 952-476-8516

🌐 milestoneusa.com

Milestone Investments is an investment services firm located in Wayzata, Minnesota. The firm offers a range of services including business services, consultations, educational planning, employee benefit plans, family wealth planning, and individual services. They also provide online services and savings options, along with products such as annuities, mutual funds, and qualified retirement plans. Clients seeking financial guidance will find a variety of options tailored to their needs.

Morgan Stanley

📍 445 E Lake St Suite 320 Ste 320, Wayzata, MN, 55391

📞 952-475-4300

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Staudohar Advisors LTD

📍 18300 Minnetonka Blvd, Wayzata, MN, 55391

📞 952-646-1647

Updated Sep 2026

The Oxford Group

📍 294 Grove Ln E, Wayzata, MN, 55391

📞 952-258-8000

🌐 oxford-group.com

The Oxford Group is an investment services firm located in Wayzata, Minnesota. They offer a range of services including business succession planning, consultations, long-term planning, and trust planning. The firm also provides individual services and online services, along with expertise in international securities. Their online presence is active as of 2026, indicating ongoing engagement with clients.

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