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Justin Raymond Halverson

GREAT WATERS WEALTH MANAGEMENT·SHOREVIEW, Minnesota
Clean recordGREAT WATERS WEALTH MANAGEMENT
4100 LEXINGTON AVE N, SHOREVIEW, MN 55126CRD# 6273863Firm CRD# 308215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Raymond Halverson · SHOREVIEW, MN
Registration
CRD #6273863 · GREAT WATERS WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Justin Raymond Halverson is a registered financial advisor based in SHOREVIEW, 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
Introduction

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6273863
Firm CRD# 308215
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Raymond Halverson offer?
Justin Raymond Halverson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREVIEW, Minnesota for a consultation.
What are Justin Raymond Halverson's credentials?
Justin Raymond Halverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Raymond Halverson located?
Justin Raymond Halverson is based in SHOREVIEW, Minnesota, working with GREAT WATERS WEALTH MANAGEMENT. Their office serves clients in the SHOREVIEW metropolitan area and surrounding communities.
How does Justin Raymond Halverson charge for services?
Justin Raymond Halverson'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.
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Other Advisors at GREAT WATERS WEALTH MANAGEMENT

Anna Elizabeth Olson
MINNEAPOLIS, MN
Matthew Joseph Schwartz
SHOREVIEW, MN
Kersten Joy Kohnen
SHOREVIEW, MN
Chris Aric Sietstra
SHOREVIEW, MN
Elijah Reed Kovar
SHOREVIEW, MN
Maya Ruth Arseneau
SHOREVIEW, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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