Great Waters Financial
Great Waters Financial (CRD# 308215) is a financial advisory firm headquartered in Shoreview, MN. They manage $1,017,194,635 in 6,321 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,017MILLION
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Total Number of Accounts6,321ACCOUNTS
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Average Account Value$160,923
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, FL, IL, MN, SD, TX, WI
Justin Arfsten (CRD# 6623639) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 8 years of experience in the finance industry.
Barry Bigelow (CRD# 6032869) is an Investment Advisor Representative working at Great Waters Financial in Duluth, MN and has over 12 years of experience in the finance industry.
Nicholas Foulks (CRD# 6390644) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 9 years of experience in the finance industry.
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.
Taylor Hegna (CRD# 7030291) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 5 years of experience in the finance industry.
Elijah Kovar (CRD# 6282941) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 10 years of experience in the finance industry.
Joshua Legband (CRD# 6401878) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 9 years of experience in the finance industry.
Michael Palumbo (CRD# 6272553) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 10 years of experience in the finance industry.
Matthew Schwartz (CRD# 5904956) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 12 years of experience in the finance industry.
Risa Steiger (CRD# 6412947) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 8 years of experience in the finance industry.