Waypoint Capital Advisors, LLC

Waypoint Capital Advisors, LLC (CRD# 134648) is a financial advisory firm headquartered in Minneapolis, MN. They manage $949,938,411 in 719 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
600 South Highway 169, Suite 1945, Minneapolis, MN 55426
https://www.waypointcapitaladvisors.com
By the Numbers
  • Total Assets Under Management
    950
    MILLION
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $1,321,194
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
The map below shows states where this firm has explicit registration only.

AZ, CA, MN, NH, TX

Financial Advisors at Waypoint Capital Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
David Baratta, financial advisor Minneapolis MN
David A. Baratta
CRD#: 1053389
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

David Baratta (CRD# 1053389) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 18 years of experience in the finance industry.

2
Nancy Hughes, financial advisor Minneapolis MN
Nancy M. Hughes
CRD#: 2209021
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

Nancy Hughes (CRD# 2209021) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 31 years of experience in the finance industry.

3
Jon Kennedy, financial advisor Minneapolis MN
Jon D. Kennedy
CRD#: 4870404
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

Jon Kennedy (CRD# 4870404) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 19 years of experience in the finance industry.

4
Mark Pletts, financial advisor Minneapolis MN
Mark A. Pletts
CRD#: 1508263
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

Mark Pletts (CRD# 1508263) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 29 years of experience in the finance industry.

5
Colin Watkins, financial advisor Minneapolis MN
Colin J. Watkins
CRD#: 6266894
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

Colin Watkins (CRD# 6266894) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 9 years of experience in the finance industry.

6
Brandon Agneberg, financial advisor Minneapolis MN
Brandon M. Agneberg
CRD#: 5837106
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

Brandon Agneberg (CRD# 5837106) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 12 years of experience in the finance industry.

7
Evan Kennedy, financial advisor Minneapolis MN
Evan R. Kennedy
CRD#: 7559662
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

Evan Kennedy (CRD# 7559662) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

8
Madeline Longo, financial advisor Minneapolis MN
Madeline C. Longo
CRD#: 6967777
600 South Highway 169, Suite 1945, Minneapolis, MN 55426

Madeline Longo (CRD# 6967777) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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