Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Michael J. Theilmann

Senior Vice President–Wealth Management

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. 

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Portfolio Manager
681 East Lake Street
Wayzata, MN 55391

Email Me

michael.theilmann@ubs.com
Michael J. Theilmann
681 East Lake Street,Wayzata,MN,55391

Scott G. Musgjerd

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Credentials

  • Senior Portfolio Manager
681 East Lake Street
Wayzata, MN 55391

Email Me

scott.musgjerd@ubs.com
Scott G. Musgjerd
681 East Lake Street,Wayzata,MN,55391

Stephen A. Weber

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Credentials

  • Wealth Advisor
681 East Lake Street
Wayzata, MN 55391

Email Me

stephen.weber@ubs.com
Stephen A. Weber
681 East Lake Street,Wayzata,MN,55391

Janice Hatlestad

Authorized Officer

Senior Client Associate

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. 

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • IA
  • IL
  • IN
  • MA
  • MI
  • MN
  • NC
  • OH
  • OR
  • SD
  • TX
  • WA
  • WI
681 East Lake Street
Wayzata, MN 55391

Email Me

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