Waypoint Capital Advisors, LLC

Waypoint Capital Advisors, LLC (CRD# 134648) is a financial advisory firm headquartered in Minneapolis, MN. They manage $105,959,355 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $990,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Waypoint Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jon D. Kennedy
CRD#: 4870404
600 South Highway 169, Suite 1945, Minneapolis, MN 55426
96
Wealthminder
score

Jon Kennedy (CRD# 4870404) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 13 years of experience in the finance industry. Jon Kennedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David A. Baratta
CRD#: 1053389
18 Via Mira Monte, Suite 202, Henderson, NV 89011
93
Wealthminder
score

David Baratta (CRD# 1053389) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Henderson, NV and has over 12 years of experience in the finance industry.

3
Mark A. Pletts
CRD#: 1508263
600 South Highway 169, Suite 1945, Minneapolis, MN 55426
93
Wealthminder
score

Mark Pletts (CRD# 1508263) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.

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