GREAT WATERS WEALTH MANAGEMENT

GREAT WATERS FINANCIAL
SHOREVIEW, Minnesota·9 registered advisors·CRD# 308215
SEC# 801-1235433612-360-2127
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GREAT WATERS WEALTH MANAGEMENT

9 registered advisors
Anna Elizabeth Olson
MINNEAPOLIS, Minnesota
Chris Aric Sietstra
SHOREVIEW, Minnesota
Elijah Reed Kovar
SHOREVIEW, Minnesota
Justin Raymond Halverson
SHOREVIEW, Minnesota
Kersten Joy Kohnen
SHOREVIEW, Minnesota
Matthew Joseph Schwartz
SHOREVIEW, Minnesota
Maya Ruth Arseneau
SHOREVIEW, Minnesota
Michael Joseph Palumbo
SHOREVIEW, Minnesota
Nicholas Christopher Benjamin Foulks
SHOREVIEW, Minnesota
05

Office Locations

SHOREVIEW, Minnesota
8 advisors
MINNEAPOLIS, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. GREAT WATERS WEALTH MANAGEMENT (CRD# 308215) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.