linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alex James Carlson

Great Waters Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alex? Claim Your Profile

About Alex James Carlson

Alex James Carlson is an Investment Advisor Representative at Great Waters Financial, registered with the state of Minnesota and Texas. Alex has been working in the financial industry since May 2022 and has a Series 65 license. Alex has experience working with clients in the areas of financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Alex is also a licensed insurance agent with Great Waters Financial.

Firm Information

Alex Carlson is currently registered with Great Waters Financial. 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alex Carlson’s Registration & Firm History

MN

08/10/2022 - Present

Great Waters Financial (SHOREVIEW MN)

Not sure if Alex James Carlson is right for you?

Licenses & Designations

IA

Issued 07/16/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex James Carlson.
Not sure if Alex James Carlson is right for you?