GREAT WATERS FINANCIAL

4100 Lexington Ave N
Suite 100
Shoreview, Minnesota 55126
Tel: 612-360-2127

About GREAT WATERS FINANCIAL

GREAT WATERS FINANCIAL, formally registered with the SEC as GREAT WATERS FINANCIAL. The firm was established in 03/28/2022. They have over 4 offices throughout the country.

GREAT WATERS FINANCIAL is a Shoreview, Minnesota based Financial Planning firm with nearly $1,017,194,635 assets under management, offering retirement planning & investment advisory services to 6321 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308215
SEC#	801-123543
Assets Managed by Firm	$1,017,194,635
No. of Clients	6321
No. of Advisors	42

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	6321	$1,017,194,635
Individuals (other than high net worth individuals)	1464	$530,994,432
High net worth individuals	285	$485,386,232
Charitable organizations	Fewer than 5 clients	$615,062
Corporations or other businesses	Fewer than 5 clients	$198,909

More Retirement Planning firms in Shoreview, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Shoreview, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.