Top 5 Financial Services Companies in Wayzata

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Below is the list of Top 5 Financial Services Companies in Wayzata ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Wayzata

1. Skyview Partners

Industry: Financial Services

Location: Wayzata, Minnesota

Website: skyview.com

Company Founded: 2017

Company Size: 11-50

Company Address: 294 Grove Lane East, Wayzata, Minnesota, United States

Skyview Partners Contact Details

Name Title LinkedIn Phone Email
Kara Miller Director Banking And M And A Services
Aaron Hasler Managing Partner
Scott Wetzel Chief Executive Officer
Jayne Christian President - Lending
Cfpâ Jayne Christian President - Lending
Benjamin Collins Chief Financial Officer And Chief Investment Officer
Jim Melland Chief Lending Officer
Requires/Intent and 9 more Employees
AI-powered Financial Insights
ERP For Financial Institutions
Banking & Payment Processing
and more

2. Mmx Management Llc

Industry: Financial Services

Location: Wayzata, Minnesota

Website: mmxmanagement.com

Company Founded: 2010

Company Size: 1-10

Company Address: 328 Barry Avenue South, Wayzata, Minnesota, United States

Mmx Management Llc Contact Details

Name Title LinkedIn Phone Email
Brian Beh Partner
Tj Marxer Associate Vice President
Daniel Waggoner Analyst
Molly Jasper Operations And Partner Services
Tyler Marxer Associate Vice President
Requires/Intent and 4 more Employees
Financial Planning & Retirement Solutions
Accounting Services
Risk Management & Compliance
ESG & Sustainable Finance Consulting
and more

3. Envision Capital Inc.

Industry: Financial Services

Location: Wayzata, Minnesota

Website: envcap.com

Company Founded: 2013

Company Size: 11-50

Company Address: 1001 Twelve Oaks Center Drive, Wayzata, Minnesota, United States

Envision Capital Inc. Contact Details

Name Title LinkedIn Phone Email
Troy Klein Certified Mortgage Planner
Dana Fischer Home Mortgage Consultant
Paris Alves Certified Mortgage Consultant
Matt Kremers Mortgage Consultant And Owner
Bryan Meredith Licensed Mortgage Loan Officer
Eileen Theisen Home Mortgage Consultant
Eileen Theisen Mortgage Consultant
Requires/Intent and 2 more Employees
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
Technology Consulting
and more

4. 360 Financial

Industry: Financial Services

Location: Wayzata, Minnesota

Website: 360financial.net

Company Founded: 1995

Company Size: 1-10

Company Address: 849 Lake Street East, Wayzata, Minnesota, United States

360 Financial Contact Details

Name Title LinkedIn Phone Email
Michelle Vanderpoel Senior Recruiter
Jessica Murray Client Success Manager
Nicholas Andresen Senior Wealth Manager
Kendra Minser Marketing Manager
Tom Whitnah Senior Vice President
Marc Coppa Sales Marketing
Dan Mahoney Senior Vice President - Financial Advisor
Requires/Intent and 7 more Employees
Customer Relationship Management (CRM)
Portfolio Management
AI-powered Financial Insights
and more

5. Business & Estate Advisers, Inc.

Industry: Financial Services

Location: Wayzata, Minnesota

Website: business-estate.com

Company Founded: 1977

Company Size: 1-10

Company Address: 282 East Wayzata Boulevard, Wayzata, Minnesota, United States

Business & Estate Advisers, Inc. Contact Details

Name Title LinkedIn Phone Email
Brittany Alexander Office Administrator
Sarah Kaelberer Owner
Leiah Bowen Associate Paraplanner
Laura Maksymkow Vice President
Stefani Fiedler Paraplanner
Erica Anderson Paraplanner
Stefani Fiedler Vice President
Requires/Intent and 2 more Employees
Cloud Computing Solutions
Digital Payment & Subscription Solutions
Accounting Services
Quality Control & Assurance
ERP For Financial Institutions
and more
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Wayzata Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kara Miller Skyview Partners Director Banking And M And A Services
2 Aaron Hasler Skyview Partners Managing Partner
3 Scott Wetzel Skyview Partners Chief Executive Officer
4 Jayne Christian Skyview Partners President - Lending
5 Cfpâ Jayne Christian Skyview Partners President - Lending
6 Benjamin Collins Skyview Partners Chief Financial Officer And Chief Investment Officer
7 Jim Melland Skyview Partners Chief Lending Officer
8 Brian Beh Mmx Management Llc Partner
9 Tj Marxer Mmx Management Llc Associate Vice President
10 Daniel Waggoner Mmx Management Llc Analyst
11 Molly Jasper Mmx Management Llc Operations And Partner Services
12 Tyler Marxer Mmx Management Llc Associate Vice President
13 Troy Klein Envision Capital Inc. Certified Mortgage Planner
14 Dana Fischer Envision Capital Inc. Home Mortgage Consultant
15 Paris Alves Envision Capital Inc. Certified Mortgage Consultant
16 Matt Kremers Envision Capital Inc. Mortgage Consultant And Owner
17 Bryan Meredith Envision Capital Inc. Licensed Mortgage Loan Officer
18 Eileen Theisen Envision Capital Inc. Home Mortgage Consultant
19 Eileen Theisen Envision Capital Inc. Mortgage Consultant
20 Michelle Vanderpoel 360 Financial Senior Recruiter
21 Jessica Murray 360 Financial Client Success Manager
22 Nicholas Andresen 360 Financial Senior Wealth Manager
23 Kendra Minser 360 Financial Marketing Manager
24 Tom Whitnah 360 Financial Senior Vice President
25 Marc Coppa 360 Financial Sales Marketing
26 Dan Mahoney 360 Financial Senior Vice President - Financial Advisor
27 Brittany Alexander Business & Estate Advisers, Inc. Office Administrator
28 Sarah Kaelberer Business & Estate Advisers, Inc. Owner
29 Leiah Bowen Business & Estate Advisers, Inc. Associate Paraplanner
30 Laura Maksymkow Business & Estate Advisers, Inc. Vice President
31 Stefani Fiedler Business & Estate Advisers, Inc. Paraplanner
32 Erica Anderson Business & Estate Advisers, Inc. Paraplanner
33 Stefani Fiedler Business & Estate Advisers, Inc. Vice President

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