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Waterfront Financial Group Employee Directory

Financial ServicesMinnesota, United States0-1 Employees

Waterfront Financial Group is a small independent wealth management and financial planning practice based in Edina, Minnesota. It emphasizes building long-term relationships with clients and aligning strategies with their retirement goals, focusing on protecting and growing wealth through ongoing, client-centric guidance. The firm uses an inflation-sensitive approach to retirement income, prioritizing inflation-adjusted streams to support clients over the course of their retirement.

As part of the financial services industry, it operates as an independent advisor and offers securities through LPL Financial, a registered broker-dealer. In November 2023, Waterfront Financial Group merged with DSB Rock Island Wealth Management, LLC, signaling a strategic consolidation that expands its regional presence.

Find Waterfront Financial Group employees' phone numbers or email addresses

Waterfront Financial Group Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Waterfront Financial Group's Leadership

  • Stylized image of a person
    J. A. S.
    Client Services Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. F. G.
    Wealth Management Specialists
    Phone icon
    Mobile Phone

Waterfront Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Waterfront Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A. S.
    Client Services Specialist
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 25, 2025
  • Stylized image of a person
    W. F. G.
    Wealth Management Specialists
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Oct 16, 2022

Frequently Asked Questions

What is Waterfront Financial Group known for?

Minus sign iconPlus sign iconWaterfront Financial Group operates in the Financial Services industry. The company's main headquarters is located in 8000 West 78th Street 415 Edina, Minnesota 55439 United States; you can contact the main corporate office by phone at
+1-932-236-****
. Explore Waterfront Financial Group's company overview page for more information.

What is Waterfront Financial Group's most common email format?

Minus sign iconPlus sign iconWaterfront Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterfront Financial Group email formats with LeadIQ.

How many employees does Waterfront Financial Group have currently?

Minus sign iconPlus sign iconWaterfront Financial Group has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Waterfront Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Waterfront Financial Group's key employees include:

  • Client Services Specialist: J. A. S.
  • Wealth Management Specialists: W. F. G.

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