Nicholas
Foulks
Great Waters Financial
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About this Advisor
Nicholas Foulks is a financial advisor based in Saint Paul, Minnesota, working with Great Waters Financial. Nicholas has previously held positions at Guardian Resources, Drake & Associates, LLC, Drake And Associates, LLC, Great Waters Financial, Advisornet Wealth Management, and Great Waters Wealth Management. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Minnesota, Texas, and Wisconsin. Currently, Nicholas is part of Great Waters Financial, which operates out of Saint Paul, Minnesota. The firm has 2 offices and 42 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Great Waters Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Great Waters Financial Brokerage Details
$1,017,194,635
42
6,321
$160,923
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
- Educational seminars/workshops
Nicholas Foulks Work History
Great Waters Wealth Management
Great Waters Financial
Advisornet Wealth Management
Drake & Associates, LLC
Drake And Associates, LLC
Guardian Resources
Disclosures
Please visit the SEC profile of Nicholas Foulks 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
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Duluth, MN
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