Michael Paul Swanson
Investment adviser representative at Great Waters Financial
12 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
12 years in the industry.
- Great Waters FinancialMay 2022 to now
- Metrostate UniversitySep 2018 to Jun 2022
- Jimmy John'sSep 2018 to May 2022
- Papa Murphy'sFeb 2016 to Mar 2020
- Mcdonald'sApr 2015 to Dec 2016
- New Prague High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7777739
- Firm CRD
- 308215