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Matthew John Hentges

Great Waters Financial

Shoreview, MN

CRD 7729242

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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 2023-05-01
TX RA APPROVED 2023-05-01
  • MN RA
    APPROVED
    Since 2023-05-01
  • TX RA
    APPROVED
    Since 2023-05-01

Branch Locations

4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • 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
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
  • 08/2016 → 06/2019
    North Branch Isd #138
    North Branch, MN
  • 06/2019 → 07/2019
    South Washington County Schools #833
    Cottage Grove, MN
  • 08/2019 → 04/2023
    Forest Lake Area Public Schools Isd #831
    Forest Lake, MN
  • 04/2023 → Present
    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: 7/2023

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-21
S63 Uniform Securities Agent State Law Examination 2022-12-17
  • S65 Uniform Investment Adviser Law Examination
    2023-01-21
  • S63 Uniform Securities Agent State Law Examination
    2022-12-17

View on SEC IAPD

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