Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

Scott 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 25 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 Excelsior, MN and have three boys.
- St. John's University, B.A. in Business Management
- Senior Portfolio Manager
681 East Lake Street
Wayzata, MN 55391
Stephen 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 23 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.
- St. John's University, B.A. in History
- Wealth Advisor
681 East Lake Street
Wayzata, MN 55391
Michael Theilmann

Senior Vice President–Wealth Management

Financial Advisor
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 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, 2022, 2023The 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, 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.
- Drake University, B.S. in Finance
- Portfolio Manager
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 supports client service and operational needs for Wayzata Wealth Management, 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.
- Minneapolis Business College, Business
681 East Lake Street
Wayzata, MN 55391

Scott 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 25 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 Excelsior, MN and have three boys.
- St. John's University, B.A. in Business Management
- Senior Portfolio Manager
681 East Lake Street
Wayzata, MN 55391
Stephen 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 23 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.
- St. John's University, B.A. in History
- Wealth Advisor
681 East Lake Street
Wayzata, MN 55391
Michael Theilmann

Senior Vice President–Wealth Management

Financial Advisor
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 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, 2022, 2023The 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, 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.
- Drake University, B.S. in Finance
- Portfolio Manager
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 supports client service and operational needs for Wayzata Wealth Management, 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.
- Minneapolis Business College, Business
681 East Lake Street
Wayzata, MN 55391

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Lasting relationships. For all that matters

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Scott Musgjerd

Stephen Weber

Michael Theilmann

Janice Hatlestad

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Stephen Weber

Michael Theilmann

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