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).

Current Firm Details

4100 Lexington Ave N, Suite 100, Shoreview, MN 55126

https://www.youtube.com/guardianretirement

By the Numbers

Total Assets Under Management

1,017

MILLION
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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Great Waters Financial

Showing 21 - 21 of 21 top financial advisors.

Michael P. Swanson

CRD#: 7777739

4100 Lexington Ave N, Suite 100, Shoreview, MN 55126

Michael Swanson (CRD# 7777739) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has 1 year of experience in the finance industry.

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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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