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Halverson Financial

OwnerGreat Waters Wealth Management

About Halverson Financial

Halverson Financial is listed as Owner at Great Waters Wealth Management in Shoreview, MN. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Great Waters Wealth Management
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Halverson Financial work?

Halverson Financial is listed as Owner at Great Waters Wealth Management on SEC Form ADV.

How much of Great Waters Wealth Management does Halverson Financial own?

Form ADV reports a beneficial ownership band of 25-50%.

Great Waters Wealth Management

TitleOwner
Ownership25-50%
Control personYes
Since2021
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