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Matthew Joseph Schwartz

GREAT WATERS WEALTH MANAGEMENT·SHOREVIEW, Minnesota
SIE, Series 6, Series 7, Series 24, Series 63CFPClean record13 years registeredGREAT WATERS WEALTH MANAGEMENT
4100 LEXINGTON AVE N, SHOREVIEW, MN 55126CRD# 5904956Firm CRD# 308215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Joseph Schwartz · SHOREVIEW, MN
Registration
CRD #5904956 · GREAT WATERS WEALTH MANAGEMENT · 13 years registered
Brand Profile
Not yet started
01

Career History

GREAT WATERS FINANCIAL
Apr 2022 – present
ADVISORNET WEALTH MANAGEMENT
May 2017 – Apr 2022
Richfield, MN
AMERIPRISE FINANCIAL SERVICES, INC.
May 2013 – May 2017
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · May 1, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREAT WATERS WEALTH MANAGEMENT
CRD 308215 · SEC 801-123543
AUM
$1.0B
Regulatory assets under management
Employees
42
6,321 client accounts
Services offered by GREAT WATERS WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GREAT WATERS WEALTH MANAGEMENT →
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05

Frequently Asked Questions

What services does Matthew Joseph Schwartz offer?
Matthew Joseph Schwartz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREVIEW, Minnesota for a consultation.
What are Matthew Joseph Schwartz's credentials?
Matthew Joseph Schwartz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Joseph Schwartz located?
Matthew Joseph Schwartz 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 Matthew Joseph Schwartz charge for services?
Matthew Joseph Schwartz'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

Elijah Reed Kovar
SHOREVIEW, MN
Michael Joseph Palumbo
SHOREVIEW, MN
Nicholas Christopher Benjamin Foulks
SHOREVIEW, MN
Justin Raymond Halverson
SHOREVIEW, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
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