Focus Financial

Focus Financial (CRD# 116140) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,084,683,954 in 25,116 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,085
    MILLION
  • Total Number of Accounts
    25,116
    ACCOUNTS
  • Average Account Value
    $202,448
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, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Focus Financial
Showing 1 - 10 of 117 top financial advisors.
1
Dylan G. Aeikens
CRD#: 6190212
350 West Burnsville Parkway, Suite 575, Burnsville, MN 55337

Dylan Aeikens (CRD# 6190212) is an Investment Advisor Representative working at Focus Financial in Burnsville, MN and has over 7 years of experience in the finance industry.

2
Charles A. Anderson
CRD#: 3227224
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413

Charles Anderson (CRD# 3227224) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 23 years of experience in the finance industry.

3
Carrie L. Anton
CRD#: 4839580
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413

Carrie Anton (CRD# 4839580) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 17 years of experience in the finance industry.

4
Carl J. Arrell
CRD#: 4700446
401 N 3rd Street, Suite 210, Minneapolis, MN 55401

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.

5
David W. Beissler
CRD#: 4177136
563 Bielenberg Drive, Suite 245, Woodbury, MN 55125

David Beissler (CRD# 4177136) is an Investment Advisor Representative working at Focus Financial in Woodbury, MN and has over 21 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.

6
William R. Bergstrom
CRD#: 1296561
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413

William Bergstrom (CRD# 1296561) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 37 years of experience in the finance industry.

7
John G. Bina
CRD#: 2129365
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413

John Bina (CRD# 2129365) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 26 years of experience in the finance industry.

8
Michael P. Branch
CRD#: 2284450
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413

Michael Branch (CRD# 2284450) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 29 years of experience in the finance industry.

9
Gregory G. Brown
CRD#: 2137212
1300 Godward Street Ne, Suite 5500, Minneapolis, MN 55413

Gregory Brown (CRD# 2137212) 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 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
Josue J. Castillo
CRD#: 2224282
350 W. Burnsville Parkway, Suite 575, Burnsville, MN 55337

Josue Castillo (CRD# 2224282) is an Investment Advisor Representative working at Focus Financial in Burnsville, MN and has over 29 years of experience in the finance industry.

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