Paul Underdahl (CRD# 4549530) is an Investment Advisor Representative working at Focus Financial in Forest Lake, MN and has over 21 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | New York, NY | May 2017 - Current | 6 |
| Focus Financial Network, Inc. | Minneapolis, MN | May 2017 - Current | 6 |
| Ameriprise Financial Services, Inc. | New Brighton, MN | Aug 2002 - May 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- MN
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Total Assets Under Management5,386MILLIONS
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Total Number of Accounts25,365ACCOUNTS
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Average Account Value$212,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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