Joseph David Turner
Investment adviser representative at Great Waters Financial
11 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
11 years in the industry.
- Great Waters Wealth ManagementApr 2022 to now
- Great Waters FinancialOct 2021 to now
- Advisornet Wealth ManagementOct 2021 to Apr 2022
- Thrivent FinancialJun 2020 to Oct 2021
- Thrivent Investment Management IncMay 2020 to Oct 2021
- Hopkins North Junior HighMar 2019 to Jul 2020
- UnemployedSep 2018 to Mar 2019
- Plus Relocation ServicesJun 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7254374
- Firm CRD
- 308215