Karanveer
Nagpal
Great Waters Financial
Answer a few questions and
get matched with an advisor.
About this Advisor
Karanveer Nagpal is a financial advisor who works out of Minneapolis, Minnesota. Nagpal is an employee of Great Waters Financial. Their career trajectory has included roles at University Of Minnesota, Minnesota Hospital Association, Aerotek, Thrivent Financial, Ado Professional Solutions, Dst Systems, Rbc Wealth Management, Great Waters Financial, Bankers Life and Student. Nagpal maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Minnesota and Texas. Great Waters Financial is a financial advisory company headquartered in Minneapolis, MN. The company has offices in five locations and a total of 40 advisors. It handles $958 million in assets across its 6,636 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 6,636 accounts, just 14% are held by high-net-worth clients who have more than $1 million in assets. Great Waters Financial performs 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 advisory services depend on the services. Fee types charged by Great Waters Financial can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Karanveer Nagpal Work History
Karanveer has been registered as a financial advisor for 0 years.*
Great Waters Financial
Rbc Wealth Management
Dst Systems
Minnesota Hospital Association
Ado Professional Solutions
Thrivent Financial
Aerotek
University Of Minnesota
Minnesota Hospital Association
Aerotek
Bankers Life
University Of Minnesota
Student
*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 Karanveer Nagpal 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
Duluth, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
