Great Waters Financial
We are a group of professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security. Every one of us at Great Waters Financial is committed to delivering you a comprehensive retirement plan that’s tailored to your goals, and as time goes on, supporting you through proactive guidance. We make sure your custom architected plan meets your goals of today and aspirations of tomorrow. We'll evaluate investment approaches and tax consequences, and implement the strategies so you don't have to. And we won't stop evaluating and implementing because the market is always changing and your needs may change too.
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Verified contacts
34
available on Kipplo
LinkedIn employees
42
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
34 contacts with verified email or phone · masked until revealed.
- JH
Justin Halverson
Partner · General Business & Management
EmailPhone - SK
Sarah Kaufman
Client Operations Lead · Operations
EmailPhone - AH
Alaina Haasl
Client Experience Associate · Customer/Client Service
EmailPhone - AC
Alex Carlson
Advisor · Finance & Accounting
EmailPhone - IS
Isiah Smith
Technology Developer · Information Technology
EmailPhone - JL
Joshua Legband
Senior Planning Advisor · General Business & Management
EmailPhone - NF
Nicholas Folstad
Client Experience Advisor · Customer/Client Service
EmailPhone - ZS
Zoey Siddons
Event Coordinator · Operations
EmailPhone - DG
Doug Goodmundson
Financial Planning Advisor Medicare Specialist · Other
EmailPhone
Showing 9 of 34 verified contacts
Top roles at Great Waters Financial
27 distinct titles indexed · top 10 shown.
- 3financial advisor
- 3planning advisor
- 2client experience advisor
- 1account & portfolio administration advisor
- 1account admin associate
- 1advisor
- 1advisor & partner
- 1author
- 1ceo
- 1client experience associate
- +17more titles
Sign up to unlock all 34 contacts at Great Waters Financial
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