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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Alex Meehan

Advisor at GREAT WATERS FINANCIAL

Superior, WI | SHOREVIEW, MN | Duluth, MN

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Search this name across graphsid dfx:ria:3e37b92a-e653-6364-7797-5abc74cdbbc6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 6, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREAT WATERS FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 28, 2019
First registration: Sep 6, 2018
Dual registered: no
Other names: ALEX MEEHAN|Alex Xavier Meehan
IAPD individual key: 6494887

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREAT WATERS FINANCIAL	Independent wealth	Apr 9, 2025	n/a	yes	Superior, WI\|SHOREVIEW, MN\|Duluth, MN	Current employment
MIDWEST PROFESSIONAL PLANNERS, LTD.	Independent wealth	Aug 20, 2024	Mar 20, 2025	no	WAUSAU, WI\|DULUTH, MN	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 30, 2019	Aug 19, 2024	no	DULUTH, MN	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Sep 6, 2018	Mar 19, 2019	no	Plymouth, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MIDWEST PROFESSIONAL PLANNERS, LTD.	GREAT WATERS FINANCIAL	Mar 20, 2025	Apr 9, 2025	20	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	MIDWEST PROFESSIONAL PLANNERS, LTD.	Aug 19, 2024	Aug 20, 2024	1	Firm change	Ibd to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 19, 2019	Oct 30, 2019	225	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ GREAT WATERS FINANCIALRegistered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ MIDWEST PROFESSIONAL PLANNERS, LTD.Registered adviserregistration: previous registration
Aug 20, 2024 to Mar 20, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 30, 2019 to Aug 19, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 6, 2018 to Mar 19, 2019factForm ADV

Dated events

Occurred
Mar 20, 2025
Advisor changed firm
Alex Meehan left Midwest Professional Planners, Ltd. for Great Waters Financial (registered 2025-04-09)
Form ADVobserved 5 days ago
Occurred
Aug 19, 2024
Advisor changed firm
Alex Meehan left Raymond James Financial Services Advisors, Inc for Midwest Professional Planners, Ltd. (registered 2024-08-20)
Form ADVobserved 5 days ago