Samantha
Gilgosch
Great Waters Financial
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About this Advisor
Samantha Gilgosch is a financial advisor who works in Minneapolis, Minnesota. Gilgosch is an advisor for Great Waters Financial. Their career trajectory has included roles at Cowboy Jacks, Revere Golf Club, Gilley'S, Axel'S, Dragon Ridge Country Club, Manning'S, Maternity Leave, Sampair Cpa and Great Waters Financial. Gilgosch holds a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Minnesota and Texas. Great Waters Financial is a financial advisory business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in five locations and a total of 40 financial advisors. It oversees $958 million in assets under management among its 6,636 accounts, placing it among the larger 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 more than $1 million in investable assets. The company offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the type of services. However, fees charged by Great Waters Financial likely include any blend 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
Samantha Gilgosch Work History
Samantha has been registered as a financial advisor for 0 years.*
Great Waters Financial
Manning'S
Maternity Leave
Sampair Cpa
Dragon Ridge Country Club
Cowboy Jacks
Axel'S
Revere Golf Club
Gilley'S
Cowboy Jacks
*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 Samantha Gilgosch 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
Duluth, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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