Sarah
Kaufman
Great Waters Financial
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About this Advisor
Sarah Kaufman is a financial advisor based in Saint Paul, Minnesota, working with Great Waters Financial. Sarah has previously held positions at Advisornet Wealth Management, Great Waters Financial, Employer Solutions Group, Argo Tea / Aramark, Intech Integrated Marketing Services, and Great Waters Wealth Management. Sarah has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Sarah 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 a variety of clients, including high-net-worth individuals. 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
Sarah Kaufman Work History
Great Waters Wealth Manangement
Advisornet Wealth Management
Great Waters Financial
Employer Solutions Group
Argo Tea / Aramark
Intech Integrated Marketing Services
Disclosures
Please visit the SEC profile of Sarah Kaufman 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
Duluth, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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