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Joseph David Turner

Great Waters Financial

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About Joseph David Turner

Joseph David Turner is a financial advisor at Great Waters Financial, a registered investment advisor with offices in Shoreview, Minnesota. Joseph has been in the financial services industry since 2020. Joseph holds a Series 66 license and has previously worked at Thrivent Investment Management Inc. Joseph's specialties include financial planning, portfolio management for individuals and businesses, and the selection of other advisors. He is also a licensed insurance agent and has experience coaching youth soccer teams.

Firm Information

Joseph Turner 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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Joseph Turner’s Registration & Firm History

MN

04/14/2022 - Present

Great Waters Financial (SHOREVIEW MN)

MN

07/10/2020 - 10/28/2021

THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)

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Licenses & Designations

BOTH

Issued 07/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph David Turner.
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