AdFi
JR

Justin Raymond Halverson

Investment Adviser Representative at Great Waters Financial

Shoreview, MNCRD #6273863Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Justin Raymond Halverson is an investment adviser representative with Great Waters Financial in Shoreview, MN, where they have been registered since 2022. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Advisornet Wealth Management and Redhawk Wealth Advisors, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota and Texas.

Office

4100 Lexington Ave N, Suite 100
Shoreview, MN 55126

Advisors at this office: 22

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/11/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Great Waters FinancialCurrent
4/6/2022 – Shoreview, MN
Advisornet Wealth Management
7/13/2015 – 4/28/2022?Minneapolis, MN
Redhawk Wealth Advisors, Inc.
12/3/2013 – 11/3/2015New Hope, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Great Waters Financial
    Sep 2012 – Apr 2022New Hope, MN
  2. Advisornet Wealth Management
    Jun 2015 – Apr 2022Minneapolis, MN
  3. Great Waters Wealth Management
    Apr 2022 – no end date reportedShoreview, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Great Waters Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $1,000,000—
  • Next $1,000,000—
  • Next $3,000,000—
  • Next $5,000,000—

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24
Offices listed on AdvisorFinder:
2
Main office:
Shoreview, MN
SEC file number:
801-123543

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 7, 2026

View full firm profile

Other advisors at Great Waters Financial

Showing 12 of 24 in the directory

View Great Waters Financial firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin Raymond Halverson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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