1212 East Wayzata Boulevard
Wayzata, MN 55391
Your message has been sent to Jon Eiss. We look forward to being in touch.
Contact meComplete this form and Jon Eiss will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Lake Minnetonka area. I started in the financial industry in 1993 and became a Wealth Management Advisor 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 Wealth Management 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. I also volunteer as a youth coach for hockey, soccer, and football. 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 advisor, 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 specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.