Lasting relationships. For all that matters

Family photos on shelf

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Eklin Wealth Management Team photo #1

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jonathan-Eklin

    Jonathan Eklin

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • KS
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • OH
    • OR
    • PA
    • TX
    • WA
    • WI

    Prior to coming to UBS, Jon worked at Drexel Burnham Lambert as well as Smith Barney. He has over thirty years of investment experience and is a portfolio manager as well as a financial advisor. Additionally, Jon is both insurance and commodities licensed and holds a Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning.

    Jon and his wife, Karen, live on Medicine Lake in Plymouth, MN where he waterskies every morning. Jon enjoys travel, golfing, running, home brewing, and a good book.

    Jon has two children. Madeline is a graduate of Iowa State University and is an interior designer. Ian is a graduate of the University of Iowa and joined Eklin Wealth Management in 2022 after 2 years in public accounting with PwC as a CPA.

        • Chartered Retirement Planning Counselor
        • Senior Portfolio Manager
        681 East Lake Street
        Wayzata, MN 55391
        jon.eklin@ubs.com
        Jonathan Eklin
        681 East Lake Street,Wayzata,MN,55391
      • Janice-Hatlestad

        Janice Hatlestad

        Authorized Officer

        Senior Client Associate

        • image
        • image
        • AZ
        • CA
        • CT
        • FL
        • IA
        • IL
        • IN
        • MA
        • MI
        • MN
        • NC
        • OH
        • OR
        • SD
        • TX
        • WA
        • WI

        Janice has served clients in the financial services industry since 1999.  She assists clients with their account administration needs and also manages the operational details of the business.  Her Series 7 and 66 securities licenses allow her to directly assist clients with more diverse transactional and other service related needs, enabling our team to provide more efficient, timely service.  Janice and her husband Rick live south of the Twin Cities and enjoy golf, skiing and travel.

              681 East Lake Street
              Wayzata, MN 55391
              janice.hatlestad@ubs.com
              Janice Hatlestad
              681 East Lake Street,Wayzata,MN,55391
            • Ian Eklin headshot

              Ian Eklin

              Client Associate

              • image
              • image
              • AZ
              • CA
              • CO
              • FL
              • GA
              • IA
              • IL
              • KS
              • MI
              • MN
              • MO
              • MT
              • OH
              • OR
              • PA
              • TX
              • WA
              • WI

              Ian graduated from the University of Iowa in 2019 with a degree in both Finance and Accounting with a minor in Spanish. Upon graduation he worked at PwC for 2 years as an auditor where he attained his CPA license. He then began working with his dad, Jon, as a financial advisor in 2022 at UBS.

              Ian ran cross country and track & field at Iowa and still runs competitively seeking a U.S. olympic trials qualifier in the marathon, his current best is a 2:24:42. 

                    681 East Lake Street
                    Wayzata, MN 55391
                    ian.eklin@ubs.com
                    Ian Eklin
                    681 East Lake Street,Wayzata,MN,55391
                  • image

                    Clayton Knutsen

                    Wealth Planning Associate

                  Why does A.I. in space matter?

                  Outlook on interest rates

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  Insights