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John Edward Foley

Wayzata Investment Partners LLC

Wayzata, MN

CRD 2303774

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Employer firm

Wayzata Investment Partners LLC CRD 132046

$9.38M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Wayzata Investment Partners Llc

1907 E Wayzata Blvd Suite 300, Wayzata, MN 55391 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2004-07-13
  • MA RA
    APPROVED
    Since 2004-07-13

Branch Locations

701 East Lake Street Suite 300, Wayzata, MN 55391 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wayzata Investment Partners Llc Wayzata MN 06/2004 Present
Previous Registrations
  • 2003-07-15 → 2004-07-06
    Cfsc Wayland Advisers, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-06-25
S63 Uniform Securities Agent State Law Examination 1993-01-22
  • S65 Uniform Investment Adviser Law Examination
    2003-06-25
  • S63 Uniform Securities Agent State Law Examination
    1993-01-22

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
LARSON FINANCIAL GROUP, LLC
EDWARD JONES

Nearby Investors

JOSEPH ANTHONY DELMONICO
GREGORY CHARLES RIELAND
BRIAN JEROME WARPINSKI

Nearby Offices

MORGAN STANLEY · Wayzata, MN
LARSON FINANCIAL GROUP, LLC · Wayzata, MN
EDWARD JONES · Wayzata, MN

More in Wayzata, MN

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