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Samuel A Flaten

Gold Medal Waters, Inc.

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About Samuel A Flaten

Samuel Flaten is a financial professional with experience in the financial services industry. Samuel is currently registered with Gold Medal Waters, Inc. in Wisconsin. Samuel has a background in financial planning and portfolio management. Samuel holds the Series 66, Series 7, and SIE licenses. Samuel is also a Certified Financial Planner and Chartered Financial Consultant. Samuel has experience working with individuals, families, and businesses. Samuel is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

Firm Information

Samuel Flaten is currently registered with Gold Medal Waters, Inc.. Gold Medal Waters, Inc. is an investment advisor with 6 investment adviser representatives. The firm manages approximately $193,623,148 in assets for 547 accounts. They provide financial planning, pension consulting, and selection of other advisors services. Gold Medal Waters, Inc. primarily serves high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.

$193.62M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Samuel Flaten’s Registration & Firm History

CO

10/14/2022 - Present

Gold Medal Waters, Inc. (BOULDER CO)

WI

05/10/2019 - 06/13/2022

LPL FINANCIAL LLC (EAU CLAIRE WI)

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Licenses & Designations

BOTH

Issued 07/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel A Flaten.
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