Sarah
Kaufman
Great Waters Financial
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About this Advisor
Sarah Kaufman is a financial advisor who works in Minneapolis, Minnesota with 1 year of relevant experience. Kaufman currently works for Great Waters Financial. During their career, Kaufman has held roles at Advisornet Wealth Management, Great Waters Financial, Employer Solutions Group, Argo Tea / Aramark, Intech Integrated Marketing Services and Great Waters Wealth Manangement. Kaufman holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Minnesota and Texas. Great Waters Financial is a financial advisory firm that has its headquarters in Minneapolis, MN. The company has offices in five locations and a total of 40 financial advisors. It has $958 million in assets under management among its 6,636 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 6,636 accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has a wide set of services, such as 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 largely are based on which service is offered. However, fees billed by Great Waters Financial likely consist 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
Sarah Kaufman Work History
Sarah has been registered as a financial advisor for 1 years.*
Great Waters Wealth Manangement
Advisornet Wealth Management
Great Waters Financial
Employer Solutions Group
Argo Tea / Aramark
Intech Integrated Marketing Services
*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 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Duluth, MN
Minneapolis, MN
Hopkins, 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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