Matthew Joseph Schwartz
Investment adviser representative at Great Waters Financial
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Great Waters Wealth ManagementApr 2022 to now
- Great Waters FinancialMay 2017 to now
- Advisornet Wealth ManagementMay 2017 to Apr 2022
- Ameriprise Financial Services, Inc.Jan 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Great Waters Financial
Legal name: Great Waters Wealth Management
$1.2BAssets managed
1,627Clients
26Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5904956
- Firm CRD
- 308215