Patrick Osmonson (CRD# 4616501) is an Investment Advisor Representative working at Focus Financial in Bloomington, MN and has over 21 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Bloomington, MN | Dec 2002 - Current | 21 |
| Focus Financial Network, Inc. | Bloomington, MN | Dec 2002 - Current | 21 |
| Edwards & Osmonson LLC | Bloomington, MN | Jul 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- 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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