Patrick
Manning
Great Waters Financial
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About this Advisor
Patrick Manning is a financial advisor based in New Richmond, Wisconsin who has 1 year of industry experience. Manning is an advisor for Great Waters Financial. Throughout their career, Manning has worked at Great Waters Financial, Advisornet Financial, Bridge Church and Great Waters Wealth Management. Manning maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Minnesota, Texas and Wisconsin. Great Waters Financial is a registered investment firm based in Minneapolis, MN. The company has offices in five locations and a total of 40 employees. It oversees $958 million in assets under management among its 6,636 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 6,636 client accounts, just 14% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Great Waters Financial has a broad 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 for financial management typically are based on the type of financial services offered. Fees billed by Great Waters Financial likely are comprised 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
Patrick Manning Work History
Patrick has been registered as a financial advisor for 1 years.*
Great Waters Wealth Management
Great Waters Financial
Advisornet Financial
Bridge Church
*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 Patrick Manning 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
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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.
