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How do you improve the efficiency and flexibility of your company equity plan while simplifying your daily involvement? That's where our experience and personalized service can help. We can offer fully integrated solutions to help design a clear plan that drives a strong culture. And, most importantly, we offer the advice you and your plan participants needs to truly unlock value at all levels of your company.

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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.

Michael J. Theilmann

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WI
Mike began his career in the summer of 2005 as an intern during college and in 2009 he joined the Theilmann Financial Group as a Financial Advisor. With his clients, Mike emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, insurance, and estate planning.

Mike earned his BS degree in Finance from Drake University. He lives in Wayzata with his wife Katie, son Henry. He enjoys being active in sports and spending time on the lake in his free time.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Portfolio Manager
681 East Lake Street
Wayzata, MN 55391

michael.theilmann@ubs.com

Michael J. Theilmann

681 East Lake Street,Wayzata,MN,55391
Scott G. Musgjerd

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- SC
- SD
- TX
- UT
- VA
- WA
- WI
For more than 20 years, Scott has been earning the trust of his clients with a holistic approach to wealth management. He meets the needs of his clients with an unparalleled level of service. Scott achieved the Senior Portfolio Manager title by meeting stringent requirements on assets managed, industry experience, length of time using investment discretion, and a spotless compliance record. He earned his B.A. degree in Business Management from St. John's University. Scott and his wife, Melissa, live in Orono, MN and have three boys.
- Senior Portfolio Manager
681 East Lake Street
Wayzata, MN 55391

scott.musgjerd@ubs.com

Scott G. Musgjerd

681 East Lake Street,Wayzata,MN,55391
Stephen A. Weber

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- SC
- SD
- TX
- UT
- VA
- WA
- WI
For more than 19 years, Steve has built an advisory practice focused on trust and transparent communication. He understands financial planning for every stage of life and is passionate about providing clients with the best options. Steve runs the insurance planning for Wayzata Wealth Management and collaborates with our UBS consultant teams and clients trusted professionals. He earned his B.A. degree in History from St. John's University. Steve and his wife, Britt, live in St Paul and have two boys.
- Wealth Advisor
681 East Lake Street
Wayzata, MN 55391

stephen.weber@ubs.com

Stephen A. Weber

681 East Lake Street,Wayzata,MN,55391
Janice Hatlestad

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- IA
- IL
- IN
- MA
- MI
- MN
- NC
- OH
- OR
- SD
- TX
- WA
- WI
Janice Hatlestad leads client service and operational needs for the Theilmann Group, including directly assisting clients with diverse transactional and service-related needs. Janice has more than 20 years experience in the financial services industry.

Janice received a business degree from Minneapolis Business College and holds the Series 7 and 66 licenses. She and her husband Rick live in Lakeville, MN and enjoy golf, boating, skiing, and travel.
681 East Lake Street
Wayzata, MN 55391

janice.hatlestad@ubs.com

Janice Hatlestad

681 East Lake Street,Wayzata,MN,55391

Michael J. Theilmann

Senior Vice President–Wealth Management
View bio Industry recognition
- AK
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- NC
- ND
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WI
Mike began his career in the summer of 2005 as an intern during college and in 2009 he joined the Theilmann Financial Group as a Financial Advisor. With his clients, Mike emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, insurance, and estate planning.

Mike earned his BS degree in Finance from Drake University. He lives in Wayzata with his wife Katie, son Henry. He enjoys being active in sports and spending time on the lake in his free time.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Portfolio Manager
681 East Lake Street
Wayzata, MN 55391

michael.theilmann@ubs.com

Michael J. Theilmann

681 East Lake Street,Wayzata,MN,55391
Scott G. Musgjerd

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- MT
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- SC
- SD
- TX
- UT
- VA
- WA
- WI
For more than 20 years, Scott has been earning the trust of his clients with a holistic approach to wealth management. He meets the needs of his clients with an unparalleled level of service. Scott achieved the Senior Portfolio Manager title by meeting stringent requirements on assets managed, industry experience, length of time using investment discretion, and a spotless compliance record. He earned his B.A. degree in Business Management from St. John's University. Scott and his wife, Melissa, live in Orono, MN and have three boys.
- Senior Portfolio Manager
681 East Lake Street
Wayzata, MN 55391

scott.musgjerd@ubs.com

Scott G. Musgjerd

681 East Lake Street,Wayzata,MN,55391
Stephen A. Weber

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- FL
- GA
- IA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- NC
- ND
- NE
- NM
- NV
- NY
- OH
- SC
- SD
- TX
- UT
- VA
- WA
- WI
For more than 19 years, Steve has built an advisory practice focused on trust and transparent communication. He understands financial planning for every stage of life and is passionate about providing clients with the best options. Steve runs the insurance planning for Wayzata Wealth Management and collaborates with our UBS consultant teams and clients trusted professionals. He earned his B.A. degree in History from St. John's University. Steve and his wife, Britt, live in St Paul and have two boys.
- Wealth Advisor
681 East Lake Street
Wayzata, MN 55391

stephen.weber@ubs.com

Stephen A. Weber

681 East Lake Street,Wayzata,MN,55391
Janice Hatlestad

Authorized Officer

Senior Client Associate
View bio
- AZ
- CA
- CT
- FL
- IA
- IL
- IN
- MA
- MI
- MN
- NC
- OH
- OR
- SD
- TX
- WA
- WI
Janice Hatlestad leads client service and operational needs for the Theilmann Group, including directly assisting clients with diverse transactional and service-related needs. Janice has more than 20 years experience in the financial services industry.

Janice received a business degree from Minneapolis Business College and holds the Series 7 and 66 licenses. She and her husband Rick live in Lakeville, MN and enjoy golf, boating, skiing, and travel.
681 East Lake Street
Wayzata, MN 55391

janice.hatlestad@ubs.com

Janice Hatlestad

681 East Lake Street,Wayzata,MN,55391

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Michael J. Theilmann

Scott G. Musgjerd

Stephen A. Weber

Janice Hatlestad