Great Waters Financial Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Great Waters Financial's estimated annual revenue is currently $9.8M per year.(i)
  • Great Waters Financial's estimated revenue per employee is $189,000

Employee Data

  • Great Waters Financial has 52 Employees.(i)
  • Great Waters Financial grew their employee count by -4% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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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. Investment advisory services offered through AdvisorNet Wealth Management (AWM). Great Waters Financial and AWM are not affiliated. Insurance products provided by Great Waters Financial, a Minnesota insurance agency.



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Great Waters Financial News

2022-04-17 - Great Waters Scholarship Applications Now Available

Since its inception, the Great Waters Scholarship Program has contributed financial assistance to music students in the Lakes Region, helping...

2022-04-06 - 8 Great Fixed-Income Funds to Buy for 2022

Treasury inflation-protected securities, or TIPS, are a great way ... Justin Halverson, partner and lead advisor at Great Waters Financial,...

2022-04-06 - How to protect your personal finances when you launch a business

While there's potential for great long-term benefits to entrepreneurship, ... strategy and client engagement at Great Waters Financial.

2019-09-08 - Change your mindset, GROW your money

Nick Foulks, lead advisor at Great Waters Financial, said, “It all starts with your mindset. It's not how much money you make or how much you ...

2019-09-07 - Great Waters Financial Makes Inc. Magazine's 38th Annual ...

For the 3rd Consecutive Year, Great Waters Financial Appears on the Inc. 5000, Ranking No. 2756 with Three-Year Revenue Growth of 138% ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding