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
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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