Focus Financial

Focus Financial (CRD# 116140) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,840,000,000 in 14,950 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,840
    MILLION
  • Total Number of Accounts
    14,950
    ACCOUNTS
  • Average Account Value
    $123,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
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.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI

Financial Advisors at Focus Financial
Showing 1 - 10 of 91 top financial advisors.
1
Laura L. Basballe
CRD#: 2910133
14985 Glazier Avenue, Suite 404, Apple Valley, MN 55124
98
Wealthminder
score

Laura Basballe (CRD# 2910133) is an Investment Advisor Representative working at Focus Financial in Apple Valley, MN and has over 20 years of experience in the finance industry.

2
Carl J. Arrell
CRD#: 4700446
401 N 3rd Street, Suite 210, Minneapolis, MN 55401
96
Wealthminder
score

Carl Arrell (CRD# 4700446) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 13 years of experience in the finance industry. Carl Arrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David W. Beissler
CRD#: 4177136
563 Bielenberg Drive, Suite 245, Woodbury, MN 55125
96
Wealthminder
score

David Beissler (CRD# 4177136) is an Investment Advisor Representative working at Focus Financial in Woodbury, MN and has over 17 years of experience in the finance industry. David Beissler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William R. Bergstrom
CRD#: 1296561
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413
96
Wealthminder
score

William Bergstrom (CRD# 1296561) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 33 years of experience in the finance industry. William Bergstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gregory G. Brown
CRD#: 2137212
2405 Schofield Avenue, Suite 240, Weston, WI 54476
96
Wealthminder
score

Gregory Brown (CRD# 2137212) is an Investment Advisor Representative working at Focus Financial in Weston, WI and has over 26 years of experience in the finance industry. Gregory Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kenneth J. Edwards
CRD#: 1762232
8120 Penn Avenue S, Suite 157, Bloomington, MN 55431
96
Wealthminder
score

Kenneth Edwards (CRD# 1762232) is an Investment Advisor Representative working at Focus Financial in Bloomington, MN and has over 15 years of experience in the finance industry. Kenneth Edwards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Alan R. Foeckler
CRD#: 1828112
Hayward, WI
96
Wealthminder
score

Alan Foeckler (CRD# 1828112) is an Investment Advisor Representative working at Focus Financial in Hayward, WI and has over 29 years of experience in the finance industry. Alan Foeckler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael L. Gustafson
CRD#: 2202450
1000 Shelard Parkway, Suite 300, Minneapolis, MN 55426
96
Wealthminder
score

Michael Gustafson (CRD# 2202450) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 25 years of experience in the finance industry. Michael Gustafson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
David K. Heitkamp
CRD#: 1187125
1000 Shelard Parkway, Suite 300, Minneapolis, MN 55426
96
Wealthminder
score

David Heitkamp (CRD# 1187125) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 34 years of experience in the finance industry. David Heitkamp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Barbara W. Kirby
CRD#: 1069270
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413
96
Wealthminder
score

Barbara Kirby (CRD# 1069270) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 34 years of experience in the finance industry. Barbara Kirby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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