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Barry David Bigelow

Great Waters Financial

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About Barry David Bigelow

Barry Bigelow is an investment advisor representative at Great Waters Financial. Barry has been in the industry for 10 years and holds Series 6, 63, and 65 licenses. Barry has a diverse background in financial services, including insurance and training. Barry provides financial planning and portfolio management for individuals and businesses.

Firm Information

Barry Bigelow 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.

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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.

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Barry Bigelow’s Registration & Firm History

MN

04/07/2022 - Present

Great Waters Financial (Duluth MN)

IL

04/06/2012 - 03/07/2017

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 05/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry David Bigelow.
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