Michael
Palumbo
Great Waters Financial
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About this Advisor
Michael Palumbo is a financial advisor operating out of Minneapolis, Minnesota with a total of 1 year of relevant experience. Palumbo is an advisor for Great Waters Financial. Palumbo has gained experience at Great Waters Financial, Redhawk Wealth Advisors, Advisornet Wealth Management and Great Waters Wealth Management. Palumbo maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Minnesota and Texas. Great Waters Financial is a financial advisory firm based out of Minneapolis, MN. It has offices in five locations and a total of 40 employees. It has $958 million in total assets across its 6,636 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 6,636 client accounts, just 14% belong to high-net-worth clients who have more than $1 million in investable assets. Great Waters Financial performs 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. Financial advisory fees typically depend on which service is provided. However, fee types billed 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
Michael Palumbo Work History
Michael has been registered as a financial advisor for 1 years.*
Great Waters Wealth Management
Great Waters Financial
Advisornet Wealth Management
Redhawk Wealth Advisors
*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 Palumbo 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
Hopkins, MN
Hopkins, MN
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