Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Folstad is a financial advisor working at Great Waters Financial. Nicholas is registered with the state of Minnesota and Texas as an Investment Advisor Representative. Nicholas has experience in insurance and has a strong understanding of the financial services industry. Nicholas specializes in providing financial planning, educational seminars, and selection of other advisers. They also offer portfolio management services for businesses and individuals.
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
05/19/2022 - Present
Great Waters Financial (SHOREVIEW MN)
IA
Issued 05/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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