Nicholas
Folstad
Great Waters Financial
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About this Advisor
Nicholas Folstad is a financial advisor based in Minneapolis, Minnesota with a total of 1 year of relevant experience. Folstad works at Great Waters Financial. Throughout their career, Folstad has worked at Warming House Attendent, Maaco, Healthpartners Insurance, Great Waters Financial and Student. Folstad maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Minnesota and Texas. Great Waters Financial is a financial advisory firm based out of Minneapolis, MN. The company has offices in five locations and a total of 40 advisors. It controls $958 million in assets under management between its 6,636 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 6,636 customer accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a diverse set 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 fees largely depend on the financial services provided. Fee types billed by Great Waters Financial likely consist 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
Nicholas Folstad Work History
Nicholas has been registered as a financial advisor for 1 years.*
Great Waters Financial
Great Waters Financial
Healthpartners Insurance
Warming House Attendent
Maaco
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 Nicholas Folstad 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
Hopkins, MN
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