Great River Financial
Great River Financial (CRD# 314172) is a financial advisory firm headquartered in Golden Valley, MN. They manage $142,430,052 in 374 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management142MILLION
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Total Number of Accounts374ACCOUNTS
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Average Account Value$380,829
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, NE, TX
Financial Advisors at Great River Financial
1
Joshua Wolberg (CRD# 5004871) is an Investment Advisor Representative working at Great River Financial in Golden Valley, MN and has over 16 years of experience in the finance industry.
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