Great Waters Financial logo

Great Waters Financial Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Great Waters Financial is a financial services firm headquartered in Minneapolis, Minnesota. The company frames retirement as a distinct life phase, aiming to align clients' present decisions with their future aspirations. Its professionals draw on experience in investments, portfolio management, benefits, and Social Security to build comprehensive retirement plans tailored to individual goals. The firm emphasizes ongoing, proactive guidance to adapt plans as markets shift and client needs evolve. Its services target individuals seeking retirement security, offering a plan that covers investment evaluation and tax considerations and includes implementation so clients do not have to manage those steps themselves. The team is small to mid-sized, positioning the firm as a hands-on partner capable of updating plans over time to reflect changing circumstances.

Find Great Waters Financial employees' phone numbers or email addresses

Great Waters Financial Global Highlights

Location
Employees

North America
54

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  • United States Of America
    54

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Great Waters Financial's Leadership

  • Partner at Great Waters Financial
    J. H. R.
    Partner
  • Director Of Marketing And Sales at Great Waters Financial
    N. F.
    Director Of Marketing And Sales
  • Office Manager at Great Waters Financial
    H. W.
    Office Manager
  • Financial Advisor at Great Waters Financial
    D. M.
    Financial Advisor
  • Client Experience Associate at Great Waters Financial
    A. H.
    Client Experience Associate
  • Marketing Associate at Great Waters Financial
    L. R.
    Marketing Associate
  • Portfolio Administrator at Great Waters Financial
    M. K.
    Portfolio Administrator

Great Waters Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Accounting
  • Business
  • Entrepreneurship
  • Other
  • Human Resources
  • Consultant

Contact profiles from Great Waters Financial

Name
Title
Contact
Location
Last Update
  • Partner at Great Waters Financial
    J. H. R.
    Partner
    Jul 07, 2026
  • Director Of Marketing And Sales at Great Waters Financial
    N. F.
    Director Of Marketing And Sales
    Sep 13, 2026
  • Office Manager at Great Waters Financial
    H. W.
    Office Manager
    Jun 27, 2025
  • Financial Advisor at Great Waters Financial
    D. M.
    Financial Advisor
    Sep 14, 2026
  • Client Experience Associate at Great Waters Financial
    A. H.
    Client Experience Associate
    Jul 07, 2026
  • Marketing Associate at Great Waters Financial
    L. R.
    Marketing Associate
    Oct 23, 2024
  • Portfolio Administrator at Great Waters Financial
    M. K.
    Portfolio Administrator
    Oct 21, 2024

Frequently Asked Questions

What is Great Waters Financial known for?

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Great Waters Financial was founded in 2013 and operates in the Financial Services industry. You can contact Great Waters Financial's main corporate office by phone at . Explore Great Waters Financial's company overview page for more information.

What is Great Waters Financial's most common email format?

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Great Waters Financial employees' email format typically follows the pattern of First@mygreatwaters.com. Trying to find reliable and up-to-date employee contact data? Find more Great Waters Financial email formats with LeadIQ.

How many employees does Great Waters Financial have currently?

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Great Waters Financial has approximately 42 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Great Waters Financial's key employees and leadership?

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As of August 2026, Great Waters Financial's key employees include:

  • Partner: J. H. R.
  • Director Of Marketing And Sales: N. F.
  • Office Manager: H. W.
  • Financial Advisor: D. M.
  • Client Experience Associate: A. H.

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