Matthew Hentges
Advisor at Great Waters Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Great Waters Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Shoreview, MN 55126
Credentials
Series 63, Series 65
Industry experience
2 years
Matthew Hentges is a financial advisor at Great Waters Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in various roles within public school districts from 2016 to 2023. In addition to his advisory role, he is licensed as an insurance agent. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm offers a tiered service schedule and integrates investment strategies across equities, fixed income, mutual funds, and ETFs, while also providing standalone financial planning, tax preparation, and retirement-plan rollover advice.
Based on Great Waters Financial
Based on Great Waters Financial
Financial planning and consulting fees generally range from $2,000 to $4,500 (fixed fee)
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: Negotiable
$150 to $350 per hour for financial planning and consulting services
Account minimum: $50,000 Fee-only: Financial planning and consulting fees generally range from $2,000 to $4,500 (fixed fee) and $150 to $350 per hour (hourly rate)
4100 Lexington Ave N, Suite 100
Shoreview, MN 55126
Minnesota · Texas
Great Waters Financial
2023 - Present (3 years)
Forest Lake Area Public Schools ISD #831
2019 - 2023 (4 years)
South Washington County Schools #833
2019 - 2019 (1 year)
North Branch ISD #138
2016 - 2019 (3 years)
South Washington County Schools #833
2016 - 2016 (1 year)
Cambridge-Isanti ISD #911
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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