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GREAT RIVER FINANCIAL

PLYMOUTH, MN · CRD 314172 · IAPD ↗ · 763-231-7581

$201.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — GREAT RIVER FINANCIAL reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
July 2025 — GREAT RIVER FINANCIAL notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — GREAT RIVER FINANCIAL moved its main office from GOLDEN VALLEY, MN to PLYMOUTH, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.