John Foley (CRD# 2303774) is an Investment Advisor Representative working at Wayzata Investment Partners LLC in Wayzata, MN and has over 31 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wayzata Investment Partners LLC | Wayzata, MN | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- MA
-
Total Assets Under Management376MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$188,004,369
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
MA, MN
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