Justin Halverson, financial advisor Shoreview MN

Justin Halverson

CRD Number: 6273863
Current Firm: Great Waters Financial

Justin Halverson (CRD# 6273863) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Great Waters Wealth Management Shoreview, MN Apr 2022 - Current 1
Advisornet Wealth Management Minneapolis, MN Jun 2015 - Apr 2022 6
Great Waters Financial New Hope, MN Sep 2012 - Apr 2022 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Justin R. Halverson
Phone Number: 612-360-2127
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    1,017
    MILLIONS
  • Total Number of Accounts
    6,321
    ACCOUNTS
  • Average Account Value
    $160,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, IL, MN, SD, TX, WI

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