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
Jacob Barr (CRD# 7176777) is an Investment Advisor Representative working at Great Waters Financial in Duluth, MN and has over 4 years of experience in the finance industry.
Alex Carlson (CRD# 7601133) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has 1 year of experience in the finance industry.
Nicholas Folstad (CRD# 7558706) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has 1 year of experience in the finance industry.
Matthew Hentges (CRD# 7729242) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has 1 year of experience in the finance industry.
Devon Johnson (CRD# 7137968) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 4 years of experience in the finance industry.
Christopher Kaufman (CRD# 7384006) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 3 years of experience in the finance industry.
Sarah Kaufman (CRD# 7309577) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 3 years of experience in the finance industry.
Timothy Lostracco (CRD# 7626625) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has 1 year of experience in the finance industry.
Daniel Molenaar (CRD# 7429241) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 2 years of experience in the finance industry.
Ethan Stone (CRD# 7401323) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 2 years of experience in the finance industry.