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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-06 |
| WI | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2022-04-05 |
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 |
|---|---|---|---|---|
| Drake & Associates, Llc | Waukesha, United States | WI | 08/2014 | 06/2017 |
| Drake And Associates, Llc | Waukesha | WI | 08/2014 | 06/2017 |
| Great Waters Financial | Minneapolis | MN | 07/2017 | 04/2022 |
| Advisornet Wealth Management | Minneapolis | MN | 07/2017 | 04/2022 |
| Great Waters Wealth Management | Shoreview | MN | 04/2022 | Present |
1. 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: 7/2014 2. Name of other business: Next Minute Mindset, LLC Investment related: no Nature of business: author & speaker Position/title: owner Start date: 8/14/2024 Hours: 10/month 3. Name of other business: Soar Leadership Groups Investment related: no Nature of business: Consulting, coaching Position/title: Group Facilitator Start date: 4/2026 Hours: 5/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-14 |
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