Joshua Martin Legband
Investment adviser representative at Great Waters Financial
25 yearsExperience
2 statesRegistered in
$1.2BFirm assets
4 yearsFirm in business
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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
25 years in the industry.
- Great Waters Wealth ManagementApr 2022 to now
- Great Waters FinancialAug 2014 to now
- Legband EnterprisesNov 2001 to now
- Advisornet Wealth ManagementJun 2015 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
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
- 6401878
- Firm CRD
- 308215