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Daniel Jon Molenaar

Great Waters Financial

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About Daniel Jon Molenaar

Daniel Jon Molenaar is an investment advisor representative at Great Waters Financial. Daniel has been in the industry for over five years and is registered with the states of Minnesota and Texas. Daniel specializes in portfolio management for individuals and businesses, and financial planning. He is also a licensed insurance agent.

Firm Information

Daniel Molenaar 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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Daniel Molenaar’s Registration & Firm History

MN

04/11/2022 - Present

Great Waters Financial (SHOREVIEW MN)

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Licenses & Designations

IA

Issued 07/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Jon Molenaar.
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