Great River Financial

Great River Financial (CRD# 314172) is a financial advisory firm headquartered in Golden Valley, MN. They manage $142,430,052 in 374 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7500 Hwy 55, Suite 225, Golden Valley, MN 55427
https://www.youtube.com/@greatriverfinancial
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $380,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, NE, TX

Financial Advisors at Great River Financial
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Wolberg, financial advisor Golden Valley MN
Joshua L. Wolberg
CRD#: 5004871
7500 Hwy 55, Suite 225, Golden Valley, MN 55427

Joshua Wolberg (CRD# 5004871) is an Investment Advisor Representative working at Great River Financial in Golden Valley, MN and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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