Alex Meehan
Investment adviser representative at Great Waters Financial
10 yearsExperience
3 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
10 years in the industry.
- Great Waters FinancialApr 2025 to now
- Mppl FinancialAug 2024 to Mar 2025
- Ascential Wealth AdvisorsApr 2019 to Aug 2024
- Berger Financial GroupAug 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
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
- 6494887
- Firm CRD
- 308215