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Michael Joseph Palumbo

GREAT WATERS WEALTH MANAGEMENT·SHOREVIEW, Minnesota
Clean recordGREAT WATERS WEALTH MANAGEMENT
4100 LEXINGTON AVE N, SHOREVIEW, MN 55126CRD# 6272553Firm CRD# 308215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Palumbo · SHOREVIEW, MN
Registration
CRD #6272553 · GREAT WATERS WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Joseph Palumbo 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# 6272553
Firm CRD# 308215
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Joseph Palumbo offer?
Michael Joseph Palumbo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREVIEW, Minnesota for a consultation.
What are Michael Joseph Palumbo's credentials?
Michael Joseph Palumbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Palumbo located?
Michael Joseph Palumbo 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 Michael Joseph Palumbo charge for services?
Michael Joseph Palumbo'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
Justin Raymond Halverson
SHOREVIEW, MN

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GREAT WATERS WEALTH MANAGEMENT·SHOREVIEW, MN

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