Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kaufman is an Investment Advisor Representative at Great Waters Financial. Christopher has been in the financial services industry for over 10 years and holds a Series 65 license. Christopher is a Certified Financial Planner and specializes in financial planning, portfolio management, and educational seminars. Christopher also offers insurance through Great Waters Financial. The firm specializes in providing financial advice to individuals and businesses, with over 1 Billion dollars in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
04/11/2022 - Present
Great Waters Financial (SHOREVIEW MN)
IA
Issued 05/07/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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