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Kersten Joy Kohnen

GREAT WATERS WEALTH MANAGEMENT·SHOREVIEW, Minnesota
Clean recordGREAT WATERS WEALTH MANAGEMENT
4100 LEXINGTON AVE N, SHOREVIEW, MN 55126CRD# 7862521Firm CRD# 308215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kersten Joy Kohnen · SHOREVIEW, MN
Registration
CRD #7862521 · GREAT WATERS WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kersten Joy Kohnen 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7862521
Firm CRD# 308215
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kersten Joy Kohnen offer?
Kersten Joy Kohnen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREVIEW, Minnesota for a consultation.
What are Kersten Joy Kohnen's credentials?
Kersten Joy Kohnen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kersten Joy Kohnen located?
Kersten Joy Kohnen 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 Kersten Joy Kohnen charge for services?
Kersten Joy Kohnen'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
Chris Aric Sietstra
SHOREVIEW, MN
Elijah Reed Kovar
SHOREVIEW, MN
Justin Raymond Halverson
SHOREVIEW, MN
Maya Ruth Arseneau
SHOREVIEW, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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