Nicholas Brian Folstad

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 12/2017
  Maaco
  West St. Paul, MN
• 12/2017 → 06/2019
  Unemployed
  Burnsville, MN
• 06/2019 → 10/2021
  Healthpartners Insurance
  Bloomington, MN
• 01/2022 → 05/2022
  Great Waters Financial
  Minneapolis, MN
• 05/2022 → Present
  Great Waters Financial
  Shoreview, MN

Other Businesses

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: 4/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-14