Alex X. Meehan

GREAT WATERS FINANCIAL

Duluth, MN 55802

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CRD#: 6494887

Professional summary

Alex Xavier Meehan, CFP®, who also goes by Alex Meehan, Alex Xavier Meehan, is a registered financial advisor currently at GREAT WATERS FINANCIAL located in Duluth, Minnesota.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alex has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Meehan | Alex Xavier Meehan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE LICENSED LIFE, ACCIDENT AND HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Xavier Meehan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

April 9, 2025 - Present

GREAT WATERS FINANCIAL

Office #1: 324 W Superior St. Suite 1405, Duluth, MN 55802

RIA

CRD#: 308215

Duluth, MN

Past

August 20, 2024 - March 20, 2025

MIDWEST PROFESSIONAL PLANNERS, LTD.

RIA

CRD#: 112995

DULUTH, MN

Past

October 30, 2019 - August 19, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

DULUTH, MN

Past

September 4, 2019 - August 19, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DULUTH, MN

Past

September 6, 2018 - March 19, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Plymouth, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREAT WATERS FINANCIAL

GREAT WATERS FINANCIAL | GREAT WATERS WEALTH MANAGEMENT

CRD#: 308215 / SEC#: 801-123543

RIA

Registered Investment Advisory firm - (3/28/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(4/9/2025)

IAR

Texas
(4/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/4/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/10/2019

Securities Industry Essentials Examination

Current Firm

GREAT WATERS FINANCIAL

GREAT WATERS FINANCIAL | GREAT WATERS WEALTH MANAGEMENT

CRD#: 308215 / SEC#: 801-123543

RIA

Registered Investment Advisory firm - (3/28/2022 Approved)

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Contact information

Main Address

4100 Lexington Ave N Suite 100, Shoreview, MN 55126

Mailing Address

Phone number

(612) 360-2127

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/19/2025)

Regulatory assets under management

Total Number of Accounts	5,944
AUM (Assets Under Management)	$ 1,183,117,490

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alex X. Meehan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Xavier Meehan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIDWEST PROFESSIONAL PLANNERS, LTD.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Primary Firm SEC Registration

GREAT WATERS FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2019

Series 7TO

Date: 9/4/2019

SIE

Date: 5/10/2019

Current Firm

GREAT WATERS FINANCIAL

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREAT WATERS FINANCIAL

TRUST BUT VERIFY

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