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
    • NE
    • OH
    • OR
    • PA
    • SD
    • 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
      • Janice-Hatlestad

        Janice Hatlestad

        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
            • Ian Eklin headshot

              Ian Eklin

              Client Associate

              • image
              • image

                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
                    • image

                      Clayton Knutsen

                      Wealth Planning Associate

                    The circular economy: What is it?

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    #1

                    Global Equity Research 

                    Institutional Investor, 2021 Global Rankings

                    Best

                    Global private bank services, 2016-2022
                    Euromoney Private Banking and Wealth Management Survey, 2022

                    World's best bank

                    for wealth management

                    Euromoney Award for Excellence, 2020-2022

                    Insights