AdvisorOS Directory
Claim Profile
AO

Anna Elizabeth Olson

GREAT WATERS WEALTH MANAGEMENT·MINNEAPOLIS, Minnesota
Unclaimed Profile
510 N 1ST AVE.,, MINNEAPOLIS, MN 55403CRD# 7442412Firm CRD# 308215
01

About

Anna Elizabeth Olson is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with GREAT WATERS WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GREAT WATERS WEALTH MANAGEMENT
GREAT WATERS FINANCIAL
AUM
$1.0B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at GREAT WATERS WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7442412
Firm CRD# 308215
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MINNEAPOLIS?

Browse all registered financial advisors in MINNEAPOLIS, Minnesota or claim this profile if it's yours.

Browse MINNEAPOLIS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Anna Elizabeth Olson offer?
Anna Elizabeth Olson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Anna Elizabeth Olson's credentials?
Anna Elizabeth Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anna Elizabeth Olson located?
Anna Elizabeth Olson is based in MINNEAPOLIS, Minnesota, working with GREAT WATERS WEALTH MANAGEMENT. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Anna Elizabeth Olson charge for services?
Anna Elizabeth Olson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT WATERS WEALTH MANAGEMENT?
GREAT WATERS WEALTH MANAGEMENT has approximately 42 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MINNEAPOLIS
Adam Nathan Benson — SUMMIT CREEK ADVISORS, LLCMary Horsch — CHURCHILL EQUITY INCF. Clayton Miller — STONE ARCH CAPITAL, LLCDennis Lee Senneseth — HEADWATER ADVISOR, LLCJoseph John Docter — SUMMIT CREEK ADVISORS, LLC
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile