Michael
Hagen
Great Waters Financial
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About this Advisor
Michael Hagen is a financial advisor working in Minneapolis, Minnesota with a total of 1 year of relevant experience. Hagen is an employee of Great Waters Financial. During their career, the advisor has held roles at U.S. Bank, Deerwood Bank, Brainerd Savings And Loan, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fago Clearing Services, LLC, Wells Fargo Bank, Na, Jp Morgan Chase Bank, Jp Morgan Securities, Bank Of America/ Merrill Lynch, Us Bancorp Investments Inc, Advisornet Wealth Management, Great Waters Financial and Great Waters Wealth Management. Hagen has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota and Texas. Great Waters Financial is a registered investment company that has its headquarters in Minneapolis, MN. The investment advisory business has offices in five locations and a total of 40 employees. It administers $958 million in assets between its 6,636 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 6,636 customer accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. Great Waters Financial provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by Great Waters Financial likely are comprised of some 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
Michael Hagen Work History
Michael has been registered as a financial advisor for 1 years.*
Great Waters Wealth Management
Advisornet Wealth Management
Jp Morgan Chase Bank
Jp Morgan Securities
Great Waters Financial
Wells Fago Clearing Services, LLC
Wells Fargo Bank, Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America/ Merrill Lynch
Us Bancorp Investments Inc
U.S. Bank
Deerwood Bank
Brainerd Savings And Loan
*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 Michael Hagen 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
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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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.
