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Kenneth James Edwards

Advisor at Focus Financial — Bloomington, MN Penn Ave

Updated today

Credentials

CFP®, Series 66

Experience

24 years

Location

Bloomington, MN 55431

Focus Financial logo

Focus Financial

Multi-team

Total advisors

121

Across 30 offices

Clients per advisor

112 Very High

Avg AUM per client

$494,176 Typical

HNW client ratio

13% Low

About

Kenneth Edwards is a financial advisor with Focus Financial and holds the CFP® designation and Series 66 license. He has 24 years of industry experience and has worked with Focus Financial Network, Inc. since 2002. Edwards is also a partner in Edwards & Osmonson, LLC, which provides tax and accounting services. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers managed account services, financial planning, and retirement plan consulting with a personalized investment approach tailored to clients’ Investor Profiles.

Client services

Based on Focus Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Focus Financial

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning services up to $5,000

Percentage

$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000+: 0.50% annually

Commissions

Available through Osaic Wealth; commissions and 12b-1 trails apply for securities transactions and insurance products

Project-based

Up to $500 per hour for recommendation and financial planning services

Other

Minimum fee: Financial planning fixed fees up to $5,000; Annual consulting fees up to $20,000 annually Fee-only: Financial planning and consulting fees can be fixed fees up to $5,000, hourly fees up to $500/hour, annual fees up to $20,000 annually

Location

See office

Bloomington, MN Penn Ave

8100 Penn Ave, Suite 175

Bloomington MN 55431

Advisors at this office

2

Most active in

Minnesota

Work history

24 years of industry experience

Focus Financial Network, Inc.

2002 - Present • 24 years

Bloomington, MN

OSAIC

2002 - Present • 24 years

Bloomington, MN

Edwards & Osmonson, LLC

1999 - Present • 27 years

Bloomington, MN

Kenneth J.. Edwards Limited

1994 - Present • 32 years

Bloomington, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lauri S

CFP®, Series 63, Series 66

Mendota Heights, MN

Castle Rock Financial Planning, Inc.

Lauri Salverda is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Castle Rock Financial Planning, Inc. She has worked at Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and estates, offering comprehensive written financial plans and ongoing portfolio management without imposing minimum account balances or accepting commissions. The firm uses a combination of fundamental, technical, and third-party research to guide investment decisions across a variety of asset types.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Aashwin S

CFP®

Minneapolis, MN

Luminous Money

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Wealth management Charitable giving tax strategies Equity compensation tax strategy Social Security optimization Gifting strategies Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Approaching retirement HENRY (High Earners, Not Rich Yet) Mid-Career Professionals FIRE (Financial Independence Retire Early)

Chad R

ChFC®, CLU®

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Retirement income strategy Social Security optimization Roth conversion strategy General retirement planning Active portfolio management
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Eric H

CFP®, CFA®, Series 66

Minneapolis, MN

Allodium Investment Consultants, LLC

Eric Hutchens is a CFP®, CFA®, and Series 66 certificant with 18 years of experience in the financial industry. He has worked at Allodium Investment Consultants, LLC since 2015 and previously spent eight years with UBS Financial Services. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment management, financial planning, and fiduciary consulting, generally favoring low-cost, tax-advantaged, passively oriented investments customized to clients’ goals and risk tolerances.

General retirement planning Concentrated stock management

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement
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