Financial ADVSR advisor directory · SEC adviser records
Great Waters Financial financial advisors in Shoreview, MN
Every SEC-registered investment adviser representative at a Great Waters Financial office in Shoreview, A to Z.
The short answer
24 registered advisors work at Great Waters Financial in Shoreview, out of 24 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Great Waters Financial advisors in Shoreview, A to Z
Every Great Waters Financial advisor →- Alex J. CarlsonInvestment adviser rep
- Alexander EischInvestment adviser rep
- Nicholas B. FolstadInvestment adviser rep
- Nicholas C. FoulksInvestment adviser rep
- Gloria S. Garcia CisnerosCertified Financial Planner
- David T. GauInvestment adviser rep
- Justin R. HalversonInvestment adviser rep
- Taylor J. HegnaCertified Financial Planner
- Matthew J. HentgesInvestment adviser rep
- Imara M. HixonInvestment adviser rep
- Devon D. JohnsonInvestment adviser rep
- Sarah E. KaufmanInvestment adviser rep
- Amelia L. KinchInvestment adviser rep
- Elijah R. KovarInvestment adviser rep
- Joshua M. LegbandInvestment adviser rep
- Timothy J. Lo StraccoCertified Financial Planner
- Daniel J. MolenaarInvestment adviser rep
- Claire E. OrcuttInvestment adviser rep
- Michael J. PalumboInvestment adviser rep
- Matthew J. SchwartzCertified Financial Planner
- Ethan K. StoneInvestment adviser rep
- Michael P. SwansonInvestment adviser rep
- Joseph D. TurnerInvestment adviser rep
- Kerri J. VogelInvestment adviser rep
Great Waters Financial advisors in every city and state →Great Waters Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Shoreview
All Shoreview advisors →RBC Capital Markets, LLC 15Ameriprise Financial Services, LLC 5Osaic Wealth, Inc. 4
Questions
How many financial advisors does Great Waters Financial have in Shoreview?
24 investment adviser representatives are registered at Great Waters Financial offices in Shoreview, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Great Waters Financial one of the largest advisor employers in Shoreview?
Great Waters Financial ranks number 1 in Shoreview by registered advisors, ahead of RBC Capital Markets, LLC (15).
How do I check a Great Waters Financial advisor in Shoreview?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Great Waters Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.