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Walter F
Series 63, Series 66
Minneapolis, MN
Focus Financial
Walter Fleak is a financial advisor at Focus Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primerica Advisors and AXA Distributors. Outside of financial advising, he owns Fleak Consulting Inc., which provides marketing and IT consulting to non-financial services clients. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services with a diversified investment approach.
Jack H
Series 66
Minneapolis, MN
Focus Financial
Jack Henschel is a financial advisor at Focus Financial in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. He has worked at Focus Financial since 2020 and has prior experience at Royal Alliance and RBC Wealth Management. Outside of advising, he is also a notary, providing notarization of legal documents as needed. Focus Financial Network serves a diverse range of clients, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and provides detailed disclosures on operational practices and conflicts.
Jack M
Series 63, Series 65
Minneapolis, MN
Focus Financial
Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Halo Investing, T. Rowe Price, and Windham Capital Management. He is also licensed as an independent insurance agent, providing clients with information on life insurance options. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized financial planning and managed account services, coordinating with outside professionals for estate planning and providing a range of advisory and investment management solutions.
Jason T
Series 66
St. Charles, MN
Focus Financial
Jason Troendle is a financial advisor at Focus Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc. and held roles outside the financial services industry, including positions at The Fertilizer Institute and The Cold Chain Alliance. He also assists Fredrick J. Troendle through a sole proprietorship helping develop financial plans and client service activities. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate entities. The firm provides personalized advisory services encompassing portfolio management, financial planning, and coordination with other professionals for estate and tax planning.
Patrick O
Series 66
Bloomington, MN
Focus Financial
Patrick Osmonson is a financial advisor with Focus Financial Network, Inc. in Bloomington, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with Focus Financial since 2002 and serves as a partner at Edwards & Osmonson LLC, a firm providing accounting and tax services for small businesses and individuals. Outside of his advisory role, he acts as a financial guardian for his elderly father, overseeing his finances and brokerage accounts. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment advisory services and portfolio management strategies tailored to client needs.
Robert H
Series 66
Minneapolis, MN
Focus Financial
Robert Heck is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates Inc. and the Minneapolis Police Department. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities, offering personalized investment advisory services that incorporate portfolio management, alternative investments, and coordination with other professionals for estate planning and related legal or tax matters.
David H
CFP®, Series 63
Minneapolis, MN
Focus Financial
David Heitkamp is a CFP®-certified financial advisor with over 43 years of industry experience. He has been with Focus Financial Network, Inc. and Osaic since 1995. He serves as an executive officer at Focus Financial Network and holds a power of attorney for his father. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, and corporate entities, offering managed account services and comprehensive financial planning. The firm emphasizes personalized investment advice, coordination with other professionals for estate planning, and transparency in operational practices.
Chad P
Series 66
Edina, MN
Focus Financial
Chad Pratt is a financial advisor at Focus Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Focus Financial Network, Inc. and OSAIC since 2002. Pratt is also president of Financial Designs, a non-investment-related C corporation focused on research and client communication. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services.
John O
Series 63, Series 66
Minneapolis, MN
Focus Financial
John O'Keefe is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 2009. Outside of his advisory role, he is involved in the firm's licensed insurance agency that sells and services fixed insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.
Paul H
Series 66
Wausau, WI
Focus Financial
Paul Halvorsen is a financial advisor with Focus Financial, holding a Series 66 designation and beginning his advisory career in 2025. He has prior work experience at Wausau Supply Company and has been involved with Halvico Technologies LLC since 2001. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering personalized investment advice and a range of managed account and financial planning services. The firm emphasizes coordination with other professionals for estate planning and provides detailed disclosures on its operational practices and referral arrangements.
Elissa L
Series 66
Woodbury, MN
Focus Financial
Elissa Larson is a financial advisor at Focus Financial with 13 years of industry experience and holds a Series 66 designation. She has worked at Focus Financial since 2013 and is also associated with OSAIC and Deb Kuper as a registered assistant and associate advisor. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services.
Grant R
Series 66
Minneapolis, MN
Focus Financial
Grant Robinson II is a Series 66 licensed financial advisor with Focus Financial in Minneapolis, MN, bringing 24 years of industry experience. He has been with Focus Financial Network and OSAIC since 2004. Outside of his advisory work, Robinson serves as president of two nonprofit organizations related to water skiing and performs as a circus acrobat. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.
Charles H
Series 66
Minneapolis, MN
Focus Financial
Charles Hynes is a financial advisor with Focus Financial, holding a Series 66 designation and two years of industry experience. He has previously worked at Clifton Larson Allen and PwC. He holds an insurance license but is not currently appointed with any insurance companies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Jason K
Series 66
Minneapolis, MN
Focus Financial
Jason Kuerschner is a financial advisor with Focus Financial and holds a Series 66 designation. He has seven years of industry experience, including a tenure at Edward Jones from 2018 to 2025. Outside of his advisory role, Kuerschner is actively involved in youth sports organizations, serving as president of the Cologne Baseball Association and as a referee for high school football in Glencoe, MN. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, employing diverse strategies and coordinating with clients’ tax and legal advisors.
Michael H
Series 63, Series 65
Minneapolis, MN
Focus Financial
Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Debra K
CFP®, Series 63, Series 65
Woodbury, MN
Focus Financial
Debra Kuper is a CFP® with 38 years of industry experience, currently serving at Focus Financial Network since 1996. She holds Series 63 and Series 65 licenses and operates out of Woodbury, MN. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.
Carl A
CFP®, CFA®, Series 63, Series 66
Minneapolis, MN
Focus Financial
Carl Arrell is a CFP® and CFA® with 21 years of industry experience, currently serving as a financial advisor at Focus Financial. He has worked with Focus Financial Network, Inc. since 2012 and Royal Alliance Associates from 2012 to 2023. In addition to his advisory role, Arrell provides tax consulting and owns Wealthful, LLC. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering tailored portfolio management and a wide range of investment strategies.
Elijah G
Series 66
Wausau, WI
Focus Financial
Elijah Gioja is a financial advisor with Focus Financial holding a Series 66 designation and two years of industry experience. His prior work includes roles at OSAIC, Brown, Martin & Associates, and Prudential Financial. Outside of advising, he operated a sole proprietorship as an insurance agent handling life and long-term care insurance policies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Kenneth E
CFP®, Series 66
Bloomington, MN
Focus Financial
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.
Paul U
Series 66
Forest Lake, MN
Focus Financial
Paul Underdahl is a financial advisor with Focus Financial who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Focus Financial Network, Inc. and OSAIC in 2017. Outside of advising, he serves as a trustee of the James & Mary Underdahl Trust. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to individual investor profiles.
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