Financial Focus Inc.

Financial Focus Inc. (CRD# 113225) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $15,576,539 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $288,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Financial Focus Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert J. Carlson
CRD#: 2912234
13005 W. Bluemound Rd., P. O. Box 34, Elm Grove, WI 53122
93
Wealthminder
score

Robert Carlson (CRD# 2912234) is an Investment Advisor Representative working at Financial Focus Inc. in Elm Grove, WI and has over 19 years of experience in the finance industry.

2
Cheryl A. Hargis
CRD#: 5342582
11931 W Blue Mound Rd, Wauwatosa, WI 53226
93
Wealthminder
score

Cheryl Hargis (CRD# 5342582) is an Investment Advisor Representative working at Financial Focus Inc. in Wauwatosa, WI and has over 9 years of experience in the finance industry.

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