Best Investors Account Sign in
Inactive

Alex Meehan

Great Waters Financial

Shoreview, MN

Superior, WI

Duluth, MN

CRD 6494887

Claim This Profile
Employer firm

Great Waters Financial CRD 308215

$1.24B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Great Waters Financial

4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-02
WI RA APPROVED 2026-01-02
TX RA APPROVED 2025-04-09
  • MN RA
    APPROVED
    Since 2026-01-02
  • WI RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED
    Since 2025-04-09

Branch Locations

4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States

Superior, WI • United States

324 W Superior St. Suite 1405, Duluth, MN 55802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ascential Wealth Advisors Duluth MN 04/2019 08/2024
Mppl Financial Duluth MN 08/2024 03/2025
Berger Financial Group Plymouth MN 08/2016 03/2019
Great Waters Financial Duluth MN 04/2025 Present
  • 04/2019 → 08/2024
    Ascential Wealth Advisors
    Duluth, MN
  • 08/2024 → 03/2025
    Mppl Financial
    Duluth, MN
  • 08/2016 → 03/2019
    Berger Financial Group
    Plymouth, MN
  • 04/2025 → Present
    Great Waters Financial
    Duluth, MN
Previous Registrations
Other Businesses

INSURANCE LICENSED LIFE, ACCIDENT AND HEALTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-28
  • S66 Uniform Combined State Law Examination
    2019-10-28
Designations
  • Certified Financial Planner
Other Names
  • Alex Meehan
  • Alex Xavier Meehan

View on SEC IAPD

Nearby Firms

SOLIDITY FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC

Nearby Investors

BRANDON D WOOD
CHARLES COWARD SCOTT
BRUCE EDWARD WELLS

Nearby Offices

SOLIDITY FINANCIAL LLC · SHOREVIEW, MN
RBC CAPITAL MARKETS, LLC · SHOREVIEW, MN
LPL FINANCIAL LLC · SHOREVIEW, MN

More in Shoreview, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor