Taylor
Hegna
Great Waters Financial
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About this Advisor
Taylor Hegna is a certified financial planner working out of Minneapolis, Minnesota with a total of 1 year of industry experience. Hegna is currently employed by Great Waters Financial. Throughout their career, Hegna has worked at Great Waters Financial, Advisornet Financial, University Of Wisconsin, Footlocker.Com, Target Corporation, East Ridge High School and Great Waters Wealth Management. Hegna maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Minnesota and Texas. Great Waters Financial is a registered investment business that has its headquarters in Minneapolis, MN. The firm has offices in five locations and a total of 40 people on staff. It has $958 million in assets under management across its 6,636 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 6,636 accounts, just 14% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a diverse assortment 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 advisory services largely are based on which services the firm provides the client. Fee types billed by Great Waters Financial most likely consist of any combination 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
Taylor Hegna Work History
Taylor has been registered as a financial advisor for 1 years.*
Great Waters Wealth Management
Advisornet Financial
Great Waters Financial
Footlocker.Com
University Of Wisconsin
University Of Wisconsin
Target Corporation
East Ridge High School
*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 Taylor Hegna 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
Duluth, 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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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.
