Daniel
Molenaar
Great Waters Financial
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About this Advisor
Daniel Molenaar is a financial advisor based in Minneapolis, Minnesota who has 1 year of industry experience. Molenaar is an employee of Great Waters Financial. The advisor has gained experience at Advisornet Wealth Management, Great Waters Financial, Punch & Associates, University Of Minnesota Duluth and Great Waters Wealth Management. Molenaar maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Minnesota and Texas. Great Waters Financial is a registered investment business that has its headquarters in Minneapolis, MN. The company has offices in five locations and a total of 40 people on staff. It manages $958 million in assets under management across its 6,636 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 6,636 client accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically vary depending on the type of services provided. Fee types billed by Great Waters Financial likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Waters Financial Brokerage Details
$957,609,573
40
6,636
$144,305
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Molenaar Work History
Daniel has been registered as a financial advisor for 1 years.*
Great Waters Wealth Management
Advisornet Wealth Management
Great Waters Financial
Punch & Associates
University Of Minnesota Duluth
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Molenaar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Waters Financial
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Duluth, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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