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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Carl Goodmundson is an Investment Advisor Representative at Great Waters Financial. Douglas is active in both Minnesota and Texas. Douglas has been in the industry since 2010 and has experience with a variety of firms. Douglas has a background in both brokerage and advisory services and is a Series 66, 65 and Series 7 licensed advisor. Douglas's experience includes working with individuals, corporations and charitable organizations. Douglas specializes in financial planning, portfolio management for businesses and individuals and also provides educational seminars. Douglas is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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
12/15/2023 - Present
Great Waters Financial (SHOREVIEW MN)
MN
04/29/2013 - 08/14/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MAPLE GROVE MN)
MN
01/07/2013 - 04/24/2013
NATIONAL PLANNING CORPORATION (MAPLE GROVE MN)
MN
09/01/2010 - 02/18/2011
AMERIPRISE FINANCIAL SERVICES, INC. (NEW PRAGUE MN)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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