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Nicholas Christopher Benjamin Foulks

GREAT WATERS WEALTH MANAGEMENT·SHOREVIEW, Minnesota
Series 65Clean record11 years registeredGREAT WATERS WEALTH MANAGEMENT
4100 LEXINGTON AVE N, SHOREVIEW, MN 55126CRD# 6390644Firm CRD# 308215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Christopher Benjamin Foulks · SHOREVIEW, MN
Registration
CRD #6390644 · GREAT WATERS WEALTH MANAGEMENT · 11 years registered
Brand Profile
Not yet started
01

Career History

GREAT WATERS FINANCIAL
Apr 2022 – present
ADVISORNET WEALTH MANAGEMENT
Jul 2017 – Apr 2022
Minneapolis, MN
DRAKE & ASSOCIATES, LLC
Nov 2014 – Jun 2017
WAUKESHA, WI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 14, 2014
Years registered · 11
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 →
Introduction

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05

Frequently Asked Questions

What services does Nicholas Christopher Benjamin Foulks offer?
Nicholas Christopher Benjamin Foulks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREVIEW, Minnesota for a consultation.
What are Nicholas Christopher Benjamin Foulks's credentials?
Nicholas Christopher Benjamin Foulks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Christopher Benjamin Foulks located?
Nicholas Christopher Benjamin Foulks 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 Nicholas Christopher Benjamin Foulks charge for services?
Nicholas Christopher Benjamin Foulks'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

Matthew Joseph Schwartz
SHOREVIEW, MN
CFP
Elijah Reed Kovar
SHOREVIEW, MN
Michael Joseph Palumbo
SHOREVIEW, MN
Justin Raymond Halverson
SHOREVIEW, MN

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Nearby cities in Minnesota
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