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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-05-01 |
| TX | RA | APPROVED | 2023-05-01 |
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 |
|---|---|---|---|---|
| North Branch Isd #138 | North Branch | MN | 08/2016 | 06/2019 |
| South Washington County Schools #833 | Cottage Grove | MN | 06/2019 | 07/2019 |
| Forest Lake Area Public Schools Isd #831 | Forest Lake | MN | 08/2019 | 04/2023 |
| Great Waters Financial | Shoreview | MN | 04/2023 | Present |
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: 7/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-17 |
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