Jacob
Barr
Great Waters Financial
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About this Advisor
Jacob Barr is a financial advisor who works in Duluth, Minnesota with 1 year of industry experience. Barr is an employee of Great Waters Financial. Barr has gained experience at Advisornet Wealth Management, Great Waters Financial, Mobile One Lube Express, Buffalo Bar, Lifeplace, University Of Mn Duluth, University Of Queensland and Pine Island High School. Barr maintains a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Minnesota and Texas. Great Waters Financial is an advisory business operating out of Minneapolis, MN. It has offices in five locations and a total of 40 financial advisors. It oversees $958 million in assets under management among its 6,636 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 6,636 accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Great Waters Financial offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees billed by Great Waters Financial most likely include any blend 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
Jacob Barr Work History
Jacob has been registered as a financial advisor for 1 years.*
Great Waters Financial
Advisornet Wealth Management
Great Waters Financial
Mobile One Lube Express
Buffalo Bar
Lifeplace
University Of Queensland
University Of Mn Duluth
Pine Island High 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 Jacob Barr 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
Duluth, MN
Minneapolis, MN
Minneapolis, MN
Hopkins, MN
Minneapolis, 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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