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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Swanson is an Investment Advisor Representative with Great Waters Financial and is licensed in Minnesota and Texas. Michael has been in the financial industry since 2022. Michael holds a Series 65 license and has been licensed in Minnesota since July 7, 2023, and in Texas since July 7, 2023. Michael has a specialization in financial planning, educational seminars, and selection of other advisors. Michael's current firm, Great Waters Financial, is a firm based in Shoreview, Minnesota, with approximately $1 billion 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
07/07/2023 - Present
Great Waters Financial (SHOREVIEW MN)
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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