Ethan
Stone
Great Waters Financial
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About this Advisor
Ethan Stone is a financial advisor operating in Minneapolis, Minnesota who has 1 year of relevant experience. Stone currently works for Great Waters Financial. Throughout their career, they have worked at Advisornet Wealth Management, Acr Homes, University Of Northwestern, Camp Shamineau, Adventures Plus, Great Waters Financial, Blaine High School, Rosevelt Middle School and Great Waters Wealth Management. Stone has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Minnesota and Texas. Great Waters Financial is a business operating out of Minneapolis, MN. The firm has offices in five locations and a total of 40 financial advisors. It controls $958 million in assets among its 6,636 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 6,636 client accounts, just 14% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually depend on which services are offered. Fees charged by Great Waters Financial likely include 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
Ethan Stone Work History
Ethan has been registered as a financial advisor for 1 years.*
Great Waters Wealth Management
Advisornet Wealth Management
Great Waters Financial
Acr Homes
Camp Shamineau
University Of Northwestern
University Of Northwestern
Adventures Plus
Camp Shamineau
Blaine High School
Rosevelt Middle School
*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 Ethan Stone 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
Duluth, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Hopkins, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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