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Alex M

CFP®, Series 66

Duluth, MN

Great Waters Financial

Alex Meehan is a Certified Financial Planner™ with seven years of industry experience. He is currently with Great Waters Financial, where he has worked since 2025. Prior to that, he held roles at MPPL Financial, Ascential Wealth Advisors, and Berger Financial Group. Meehan holds insurance licenses for life, accident, and health products. Great Waters Financial serves a diverse client base including individuals, business entities, trusts, estates, charitable organizations, and retirement plans, managing over $1.2 billion across more than 1,600 relationships. The firm offers portfolio management and financial planning through tiered service programs, utilizing both fundamental and technical analysis and providing access to unique investment funds alongside ongoing portfolio reviews.

Income planning Long-term care insurance General tax planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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