Timothy
Lostracco
Great Waters Financial
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About this Advisor
Timothy Lostracco is a financial advisor who works out of Minneapolis, Minnesota with a total of 1 year of industry experience. Lostracco works at Great Waters Financial. Their career trajectory has included roles at Middle School, High School, Forest Highlands Golf Club, Warners Nursery, University Of Arizona, Einstein Bagel Bros, Panera Bread, Parking And Transportation Department At University Of Arizona, Foothills Financial Planning and Great Waters Financial. Lostracco maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Minnesota and Texas. Great Waters Financial is a business operating out of Minneapolis, MN. It has offices in five locations and a total of 40 people on staff. It administers $958 million in assets under management across its 6,636 customer accounts, placing it among the larger firms in the country by assets under management. Of its 6,636 client accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm offers a number 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 usually are based on the services provided. However, fee types charged by Great Waters Financial can 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
Timothy Lostracco Work History
Timothy has been registered as a financial advisor for 1 years.*
Great Waters Financial
Foothills Financial Planning
Great Waters Financial
Parking And Transportation Department At University Of Arizona
Einstein Bagel Bros
Panera Bread
University Of Arizona
Warners Nursery
Forest Highlands Golf Club
High School
Middle 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 Timothy Lostracco 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
Minneapolis, MN
Duluth, MN
Minneapolis, MN
Hopkins, 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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