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FOCUS FINANCIAL
SEC RegisteredIndependent Financial Advice
MINNEAPOLIS, MNhttps://focusfinancial.com651-631-8166
Assets Under Management
$5B–$25B
Year Founded
1993
Employees
189
Office Locations
24 offices
Total Accounts
27510
About the firm
Focus Financial is a network of independent financial advisors committed to building lasting relationships with clients by delivering professional asset management and independent financial services to meet specific goals. The firm serves both individuals and businesses, and has supported independent advisors since 1993.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Independent Financial AdviceFinancial PlanningAsset ManagementRetirement PlanningInvestment PortfolioSuccession PlanningFinancial Education
Services
Financial planning, asset management, financial education, succession planning for advisors, and advisor network support
Who they serve
Individuals, businesses, and independent financial advisors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11,863 | $2.8B |
| High Net Worth Individuals | 1,697 | $3.9B |
| Charitable Organizations | 33 | $53M |
| State/Municipal Entities | 3 | — |
105 total clients reported on Form ADV.
Leadership
John Patrick Layton
EXECTIVE OFFICER
William Robert Bergstrom
EXECUTIVE OFFICER
John Kyle Watkins
EXECUTIVE OFFICER
David Kenneth Heitkamp
EXECUTIVE OFFICER
Michael Scott Dales
EXECUTIVE OFFICER
John Harris Dritz
SENIOR OFFICER
John Gregory Bina
PRESIDENT, CHIEF COMPLIANCE OFFICER
Office locations
24 offices in 3 states
MN
MINNEAPOLISHQ
MN
NORTH BRANCH
MN
BLOOMINGTON
MN
EDINA
MN
MINNEAPOLIS
IL
LISLE
MN
BURNSVILLE
MN
BLOOMINGTON
MN
BEMIDJI
MN
WOODBURY
MN
NORTH BRANCH
MN
MINNEAPOLIS
MN
FOSSTON
IL
ELK GROVE
MN
WOODBURY
WI
WAUSAU
MN
ALEXANDRIA
MN
ST. CHARLES
MN
MINNEAPOLIS
IL
FRANKFORT
MN
WACONIA
MN
MINNEAPOLIS
MN
WINONA
MN
BURNSVILLE
Advisors at this firm
Showing 100 of 118
Dylan Gary Aeikens
Investment Adviser Representative
Charles Albert Anderson
Investment Adviser Representative
Jackson Lyle Arland
Investment Adviser Representative
Carl James Arrell
Investment Adviser Representative
Laura Lynn Basballe
Investment Adviser Representative
David William Beissler
Investment Adviser Representative
Matthew Richard Benson
Investment Adviser Representative
Drew William Bergstrom
Investment Adviser Representative
William Robert Bergstrom
Investment Adviser Representative
Michael Patrick Branch
Investment Adviser Representative
Lauren Christine Brauer
Investment Adviser Representative
Gregory George Brown
Investment Adviser Representative
Aaron Beissler
Investment Adviser Representative
John Gregory Bina
Investment Adviser Representative
Josue Javier Castillo Sr
Investment Adviser Representative
Evan Alfred Chang
Investment Adviser Representative
Michael Scott Dales
Investment Adviser Representative
Jonathan Michael Dennison
Investment Adviser Representative
James T. Donnelly
Investment Adviser Representative
John Harris Dritz
Investment Adviser Representative
Vince Darling
Investment Adviser Representative
Caitlin Edwards
Investment Adviser Representative
Kenneth James Edwards
Investment Adviser Representative
James David Ennis
Investment Adviser Representative
Chris Alan Eldred
Investment Adviser Representative
Walter Danforth Fleak
Investment Adviser Representative
Brian David Fleming
Investment Adviser Representative
Maxwell Thomas Gierke
Investment Adviser Representative
Elijah Carey Gioja
Investment Adviser Representative
Darin Philip Glanzer
Investment Adviser Representative
Chris Lee Grosskreutz
Investment Adviser Representative
Michael Lloyd Gustafson
Investment Adviser Representative
Paul Albert Giannobile
Investment Adviser Representative
Frank Matteo Griseta
Investment Adviser Representative
Tonya Ann Gunstenson
Investment Adviser Representative
William Charles Haider
Investment Adviser Representative
Paul Halvorsen
Investment Adviser Representative
Rose Ellyn Hammes - Nestor
Investment Adviser Representative
Sonya Marie Hansmeyer
Investment Adviser Representative
Christopher Ross Hanson
Investment Adviser Representative
Vanessa Linda Harris
Investment Adviser Representative
Robert James Heck
Investment Adviser Representative
David Kenneth Heitkamp
Investment Adviser Representative
Jack Boyd Henschel
Investment Adviser Representative
Erik John Henschell
Investment Adviser Representative
Michael James Hochstetler
Investment Adviser Representative
David Charles Hoelke
Investment Adviser Representative
Michael Joseph Huerbin
Investment Adviser Representative
Charles David Hynes
Investment Adviser Representative
David Clarence Hynes
Investment Adviser Representative
Connie Lynn Heier
Investment Adviser Representative
Audrey Anderson Heitkamp
Investment Adviser Representative
Rae Anderson Heitkamp
Investment Adviser Representative
Richard Arthur Hornung
Investment Adviser Representative
Anna Hupert
Investment Adviser Representative
Michael Lynn Jacobson
Investment Adviser Representative
Peder Michael Jacobson
Investment Adviser Representative
Rex Gregory Kautzman
Investment Adviser Representative
Rhonda Marie Kerkhoff
Investment Adviser Representative
Trenton Robert Kerr
Investment Adviser Representative
Barbara Whitson Kirby
Investment Adviser Representative
Daniel Thomas Kjorsvik
Investment Adviser Representative
Karl Jay Knuths
Investment Adviser Representative
Connor Philip James Koppa
Investment Adviser Representative
Jacob Kruziki
Investment Adviser Representative
Jason Anthony Kuerschner
Investment Adviser Representative
Debra Marie Kuper
Investment Adviser Representative
Bennett Charles Lang
Investment Adviser Representative
Elissa Marie Larson
Investment Adviser Representative
John Patrick Layton
Investment Adviser Representative
Jack Robert Madryga
Investment Adviser Representative
Brett Jerome Maloney
Investment Adviser Representative
Melissa Jayne Mansfield
Investment Adviser Representative
Zachary Richard Martin
Investment Adviser Representative
David William Matthews
Investment Adviser Representative
Brad McMurray
Investment Adviser Representative
James Richard Mertz
Investment Adviser Representative
Scott Michael Mullinix
Investment Adviser Representative
Angela Marie Mhiripiri
Investment Adviser Representative
Sarah Jean Morgan
Investment Adviser Representative
Barbara Jane Moser
Investment Adviser Representative
Trevor Sean Nelko
Investment Adviser Representative
Jacob L. O'Keefe
Investment Adviser Representative
John Peter O'Keefe
Investment Adviser Representative
Douglas Paul Olson
Investment Adviser Representative
Steve L Olsonoski
Investment Adviser Representative
Patrick Ray Osmonson
Investment Adviser Representative
Walter Edward Pickup
Investment Adviser Representative
Michael F Piel
Investment Adviser Representative
Nathan Michael Piel
Investment Adviser Representative
Michael John Poor
Investment Adviser Representative
Chad David Pratt
Investment Adviser Representative
David Henry Peck
Investment Adviser Representative
David Alexander Pratt
Investment Adviser Representative
Grant Jay Robinson II
Investment Adviser Representative
Paul Stuart Rosendahl
Investment Adviser Representative
Robert Scott Sandison
Investment Adviser Representative
Zechariah Schaefer
Investment Adviser Representative
Joel Curtis Schrimpf
Investment Adviser Representative
Tracey Marie Simonson
Investment Adviser Representative
Regulatory & compliance
CRD number
#116140
SEC Number
801-71117
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
focusfinancial.comPhone
651-631-8166Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FOCUS FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.