Focus Financial
Focus Financial (CRD# 116140) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,385,968,542 in 25,365 accounts and serve the financial needs of clients across 46 states (or territories).
-
Total Assets Under Management5,386MILLION
-
Total Number of Accounts25,365ACCOUNTS
-
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
Dylan Aeikens (CRD# 6190212) is an Investment Advisor Representative working at Focus Financial in Burnsville, MN and has over 9 years of experience in the finance industry.
Charles Anderson (CRD# 3227224) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 24 years of experience in the finance industry.
Helping successful individuals, business owners, and their companies meet their unique financial objectives through efficient, effective financial planning and investment management is Carl’s professional mission and fiduciary duty as an independent wealth manager and founder of the 401 Group at Focus Financial. Carl has over 15 years of experience providing investment advisory and private wealth management services to his clients. In addition to holding a degree from the University of Minnesota – Carlson School of Management with a concentration in Finance and Political Science, Carl has also met the rigorous education, examination, experience, background and ethics requirements necessary to earn the highly regarded Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ Designations. Carl prides himself in providing thoughtfully informed, unbiased, and straightforward financial planning and investment advice that ensures his clients’ most meaningful goals are attained.
Laura Basballe (CRD# 2910133) is an Investment Advisor Representative working at Focus Financial in Burnsville, MN and has over 26 years of experience in the finance industry.
David Beissler (CRD# 4177136) is an Investment Advisor Representative working at Focus Financial in Woodbury, MN and has over 23 years of experience in the finance industry.
William Bergstrom (CRD# 1296561) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 39 years of experience in the finance industry.
John Bina (CRD# 2129365) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 28 years of experience in the finance industry.
Michael Branch (CRD# 2284450) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 31 years of experience in the finance industry.
Gregory Brown (CRD# 2137212) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 33 years of experience in the finance industry.
Josue Castillo (CRD# 2224282) is an Investment Advisor Representative working at Focus Financial in Burnsville, MN and has over 31 years of experience in the finance industry.