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Great Waters Financial

Headquartered in SHOREVIEW, MN

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Firm Information

Great Waters Financial is an independent financial advisory firm based in Shoreview, Minnesota. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 24 licensed agents and 26 investment advisor representatives, managing over $1 billion in assets. Great Waters Financial specializes in helping clients achieve their financial goals through customized strategies that are designed to meet their specific needs.

Great Waters Financial

4100 LEXINGTON AVE N

SHOREVIEW, MN 55126

$1.02B

Assets Under Management

4

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

GREAT WATERS FINANCIAL has a total of 4 branch locations across the country.
location

Superior, WI

location

SHOREVIEW, MN

location

Duluth, MN

location

Hudson, WI

Advisors at Great Waters Financial

View All 23 Advisors
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Matthew John Hentges

RA

SHOREVIEW, MN

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Joseph David Turner

RA

SHOREVIEW, MN

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Michael Paul Swanson

RA

SHOREVIEW, MN

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Sarah Ellen Kaufman

RA

SHOREVIEW, MN

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Michael J Hagen

RA

SHOREVIEW, MN

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Barry David Bigelow

RA

Duluth, MN

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Douglas Carl Goodmundson

RA

SHOREVIEW, MN

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Nicholas Christopher benjamin Foulks

RA

SHOREVIEW, MN

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Disclosures

There are no public disclosures for Great Waters Financial.

Frequently Asked Questions (8)

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