Ethan Kyle Stone
Financial advisor at Great Waters Wealth Management · Shoreview, MN
Last updated 2026-10-10
Claim your profileEthan Kyle Stone is a financial advisor at Great Waters Wealth Management in Shoreview, MN, CRD 7401323. Licenses and exams on the registration: Series 65. IAPD registration began 2021-06-25.
Registration
- CRD number
- 7401323
- Registration status
- Active
- IAPD registration
- 2021-06-25
- Industry Experience
- 5 years
- Work Experience
- 11 years
- States registered
- MN, TX
Licenses and exams
- Series 65
Work history
- 2021-06 to 2022-04 · Advisornet Wealth Management · Minneapolis, MN
- 2020-10 to 2021-01 · Acr Homes · Roseville, MN
- 2018-09 to 2019-03 · University of Northwestern · St. Paul, MN
- 2019-05 to 2019-08 · Camp Shamineau · Motley, MN
- 2016-05 to 2018-08 · Camp Shamineau · Motley, MN
- 2017-09 to 2018-05 · Adventures Plus · Blaine, MN
- 2021-03 to 2022-04 · Great Waters Financial · Minneapolis, MN
- 2019-08 to 2021-05 · University of Northwestern · St. Paul, MN
- 2015-08 to 2019-06 · Blaine High School · Blaine, MN
- 2022-04 to Present · Great Waters Wealth Management · Shoreview, MN
Current employment
- Great Waters Financial · Shoreview, MN
Great Waters Wealth Management
- Regulatory AUM
- $1,235,101,181
- Registered advisors
- 26
- Offices
- 4
- Clients per advisor
- 62.6 (Moderate)
- Average AUM per client
- $759.1K (Low)
- High-net-worth client ratio
- 23.5% (Moderate)
Great Waters Wealth Management: advisors, services and reported ETF investments
About
Ethan Kyle Stone is a financial advisor at Great Waters Financial, operating as Great Waters Wealth Management in Shoreview, MN. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 11 years of reported work history. Reported roles include Great Waters Wealth Management, Advisornet Wealth Management, University of Northwestern, Acr Homes, among others.
SEC disclosures list additional business and community activities: 1: Minnesota life and health insurance licensed; 2.
Great Waters Wealth Management's firm-level Form ADV reports 26 advisors across 4 offices; approximately 62.6 clients per advisor, average assets per client of $759,128, and regulatory AUM of $1.2B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $1B across 54 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ethan Kyle Stone personally.
Reported ETF positions
Great Waters Wealth Management reports 54 ETF positions worth $1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFUS — Dimensional U.S. Equity Market ETF | $240.5M |
| DFAX — Dimensional World ex U.S. Core Equity 2 ETF | $186.2M |
| DFCF — Dimensional Core Fixed Income ETF | $161.8M |
| DFAS — U.S. Small Cap Portfolio: ETF Class Shares | $94.7M |
| DFSD — Dimensional Short-Duration Fixed Income ETF | $93.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Great Waters Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $1M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | DFUS — Dimensional U.S. Equity Market ETF | $240.5M | Top 98.8% | Residual alpha +0.77% · Residual Sharpe 0.04 |
| Diversification Benefits | FLRT — Pacer Aristotle Pacific Floating Rate High Income ETF | $232.8K | Top 97.0% | Replicability (R²) 71.2% · Residual Sharpe 0.32 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Great Waters Wealth Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
4100 Lexington Ave N, Shoreview, MN 55126
26 advisors at this office.
Contact
The firm's filed contact details.
Official record
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