financial advisor in Wayzata Jon Eiss
1212 East Wayzata Boulevard
Wayzata, MN 55391
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It is my pleasure to serve the financial needs of people in the Lake Minnetonka area. I started my career as a financial advisor in 1993 and joined U.S. Bancorp Investments in 2009. I hold a Bachelor of Science degree in business administration from the University of Wisconsin - Madison.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time as a member of the Wayzata Community Church and was a past treasurer of the Minnetonka Beach City Council. In my free time, I enjoy golfing, boating and fishing.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.