Let's move forward. Together.

Meeting in a office

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.

Employees at warehouse

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 Photo

    Michael J. Theilmann

    Senior Vice President–Wealth Management

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    • AK
    • AZ
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    • CO
    • CT
    • FL
    • GA
    • IA
    • IL
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    • MA
    • MD
    • MI
    • MN
    • MO
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    • ND
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
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    • VA
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    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 between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September 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, 2022The 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.

      • Portfolio Manager
      681 East Lake Street
      Wayzata, MN 55391
    • Scott G. Musgjerd Photo

      Scott G. Musgjerd

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
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      • CO
      • CT
      • FL
      • GA
      • IA
      • IL
      • IN
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      • MA
      • MD
      • MI
      • MN
      • MT
      • NC
      • ND
      • NE
      • NM
      • NV
      • NY
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      • SC
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      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
        • Stephen A. Weber Photo

          Stephen A. Weber

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IA
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MN
          • NC
          • ND
          • NE
          • NM
          • NV
          • NY
          • OH
          • SC
          • SD
          • TN
          • 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
            • Janice Hatlestad Photo

              Janice Hatlestad

              Senior Client Associate

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              • AZ
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              • MN
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              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

                  The Year Ahead - Sustainable Investing

                  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

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager