Great Waters Financial

Amelia Kinch is a financial advisor at Great Waters Financial with Series 65 credentials and one year of experience in the industry. Her prior work includes roles at Minnesota Wire & Cable, Olu's Home, Inc., Robert Half, USPS, American Specialty Health, Faustian Nonsense, LLC, Kalpan Test Prep, and the University of Colorado Boulder Law School. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients, managing about $1.18 billion in assets with a team of roughly 25 advisors. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary account management alongside standalone financial planning, tax preparation, and retirement-plan rollover advice.

Alex Carlson is a financial advisor at Great Waters Financial with a Series 65 designation and three years of industry experience. Before joining Great Waters Financial in 2022, he worked at Ascentis Human Capital Management and HelpSystems. Carlson is also a licensed insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs fundamental and technical analysis across various asset classes and offers a range of services including standalone financial planning, tax preparation, and retirement-plan rollover advice.

Justin Halverson is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 credential and has worked at Great Waters Financial and its affiliated firms since 2012, including Advisornet Wealth Management from 2015 to 2022. Halverson also provides financial education through seminars as a trainer. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides additional services such as tax preparation and retirement-plan rollover advice.

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.

Timothy Lo Stracco is a financial advisor at Great Waters Financial with three years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2022, with prior experience at Foothills Financial Planning and roles outside the financial sector including at the University of Arizona. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $1.18 billion in assets with a team of about 25 advisors. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and provides additional services including tax preparation and retirement-plan rollover advice.

Matthew Schwartz is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Great Waters Financial. His prior experience includes roles at Ameriprise Financial Services, AdvisorNet Wealth Management, and Great Waters Wealth Management. Outside of financial advising, he owns Ink & Ivy Designs, a floral design business. Great Waters Financial manages approximately $1.18 billion in assets and serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers additional services including tax preparation and retirement-plan rollover advice.

Joseph Turner is a Series 66-licensed financial advisor with five years of industry experience, currently with Great Waters Financial in Shoreview, MN. He has previously worked at Thrivent Financial and AdvisorNet Wealth Management. Outside of his advisory role, Turner serves as an assistant coach for a youth soccer club and conducts a male octet at Calvary Lutheran Church. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets, offering a range of investment strategies and standalone financial planning, tax preparation, and retirement-plan rollover advice.

Alex Meehan is a CFP® with seven years of experience in financial advising. He is currently with Great Waters Financial and previously worked at MPPL Financial, Ascential Wealth Advisors, and Berger Financial Group. Meehan holds insurance licenses in life, accident, and health. Great Waters Financial serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and tax preparation services. The firm manages approximately $1.18 billion in assets across a range of investment strategies and maintains several strategic relationships that expand its service offerings.

Devon Johnson is a financial advisor at Great Waters Financial with six years of industry experience. He holds a Series 65 designation and has worked at Great Waters Wealth Management since 2022. Prior to that, he was with Advisornet Wealth Management and has experience in insurance sales as an agent. Great Waters Financial provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a tiered service model and integrates both fundamental and technical analysis across various asset classes, offering discretionary and non-discretionary management.

Elijah Kovar is a financial advisor at Great Waters Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial and Advisornet Wealth Management. In addition to his advisory role, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a variety of investment types and employs both fundamental and technical analysis, with services ranging from investment-only to private client tiers.

Nicholas Folstad is a financial advisor at Great Waters Financial in Shoreview, MN, holding a Series 65 credential with three years of industry experience. His prior work includes roles at HealthPartners Insurance and Maaco. In addition to advising, he is licensed as an insurance agent. Great Waters Financial manages discretionary and non-discretionary portfolios primarily for individual and high-net-worth clients, employing a range of investment strategies and offering services including financial planning, tax preparation, and retirement-plan rollover advice.

Imara Hixon is a financial advisor at Great Waters Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and Allianz Life Financial Services, LLC. Outside of advisory work, she is also licensed as an insurance agent. Great Waters Financial provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $1.18 billion in assets across a range of investment strategies and also offers standalone financial planning, tax preparation, and retirement-plan rollover advice.

David Gau is a financial advisor at Great Waters Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and TreeLine Wealth Management. In addition to his advisory role, he is licensed as an insurance agent. Great Waters Financial provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary account management along with tax preparation and retirement-plan rollover advice.

Michael Swanson is a financial advisor at Great Waters Financial with a Series 65 designation and two years of industry experience. His prior work includes roles at MetroState University, Jimmy John's, Papa Murphy's, McDonald's, and New Prague High School. Swanson is also licensed as an insurance agent through Great Waters Financial. Great Waters Financial serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning, offering a range of service tiers. The firm manages approximately $1.18 billion in assets across equities, fixed income, mutual funds, and ETFs, utilizing both fundamental and technical analysis, and maintains additional services such as tax preparation and retirement-plan rollover advice.

Justin Arfsten is a financial advisor at Great Waters Financial with nine years of industry experience. He holds a Series 65 designation and has worked at Great Waters Financial since 2015, including roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to his advisory work, he provides financial education through seminars at Great Waters Financial. Great Waters Financial offers discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a tiered service model, utilizing fundamental and technical analysis across various asset classes, and provides additional services such as tax preparation and retirement-plan rollover advice.