Risa
Steiger

Great Waters Financial

CRD#6412947
Investment Advisor
in Saint Paul, MN

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About this Advisor

Risa Steiger is a financial advisor based in Saint Paul, Minnesota, working with Great Waters Financial. Risa has previously held positions at Ail, Northwestern Mutual, Great Waters Financial, Advisornet Wealth Management, and Great Waters Wealth Management. Risa has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Risa 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4100 Lexington Ave N Suite 100
Saint Paul, MN 55126

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Great Waters Financial Brokerage Details

Total Assets Under Management

$1,017,194,635

MN Average: $5,289,111,388
Total Number of Employees

42

MN Average: 157
Total Number of Accounts

6,321

MN Average: 8,262
Average Account Size

$160,923

MN Average: $640,173

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

Risa Steiger Work History

2022 - Present (2 years)

Great Waters Wealth Management

2016 - 2022 (6 years)

Great Waters Financial

2016 - 2022 (6 years)

Advisornet Wealth Management

2014 - 2014 (< 1 year)

Ail

2014 - 2015 (1 year)

Northwestern Mutual

Disclosures

Please visit the SEC profile of Risa Steiger 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

Michael Swanson
Saint Paul, MN
Matthew Hentges
Saint Paul, MN
Risa Steiger
Saint Paul, MN
Nicholas Folstad
Saint Paul, MN
Barry Bigelow
Duluth, MN
Sarah Kaufman
Saint Paul, MN
Joseph Turner
Saint Paul, MN
Nicholas Foulks
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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