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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-28 |
| TX | RA | APPROVED_RES | 2022-04-06 |
Branch Locations
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Waters Financial | New Hope | MN | 09/2012 | 04/2022 |
| Advisornet Wealth Management | Minneapolis | MN | 06/2015 | 04/2022 |
| Great Waters Wealth Management | Shoreview | MN | 04/2022 | Present |
1. insurance, New Hope, MN, noninvestment related, insurance sales, agent, 6/2015 to present, 80 hours/month, 80 hours per month during trading hours. 2. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave. N, Suite 100, Shoreview, MN 55126 Nature of Business: Finance Education Position: Trainer Start Date: 4/1/2018 Approx # of Hours/Month: 4 Brief Description of duties: Provides financial education via seminars 3. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave. N, Suite 100, Shoreview, MN 55126 Nature of Business: Insurance Position: Agent Start Date: 4/2010 Approx # of Hours/Month:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-11 |
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