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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.

Executive Founder/Business Owner
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Trevor N

Series 63

Minneapolis, MN

Focus Financial

Trevor Nelko is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Focus Financial Network and OSAIC since 1999. Nelko is also the owner of Nelko Financial Services, Inc. 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.

Executive Founder/Business Owner
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John L

CFP®, Series 63

Minneapolis, MN

Focus Financial

John Layton is a CFP® with 40 years of industry experience, currently serving at Focus Financial Network, Inc. since 1996. He is also the owner of La Fainera Sport Inc and is active as a guitarist in a band. 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, providing a range of investment management and financial planning services.

Executive Founder/Business Owner
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Paul G

Series 63, Series 65

Minneapolis, MN

Focus Financial

Paul Giannobile is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Focus Financial Network Inc. since 1998 and is president of 401K Solutions, Inc., an S-Corp used for business expense and tax planning. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, charities, and corporate entities. The firm offers managed account services and financial planning with a personalized investment approach that incorporates portfolio management, asset allocation, and coordination with external professionals for estate and tax planning.

Executive Founder/Business Owner
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Jonathan D

Series 66

Minneapolis, MN

Focus Financial

Jonathan Dennison is a financial advisor with Focus Financial in Minneapolis, MN, holding a Series 66 credential and 10 years of industry experience. He has been affiliated with Focus Financial Network since 2013 and Osaic since 2015. Dennison is also the owner of New Liberty Wealth LLC, a personal LLC that manages his revenue streams separately from his advisory firm. 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.

Executive Founder/Business Owner
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Brad M

CFP®, Series 63

Minneapolis, MN

Focus Financial

Brad Mcmurray is a CFP® with 35 years of experience in financial planning and investment management. He has worked at Focus Financial Network, Inc. since 1992 and OSAIC since 1997. He is also involved in the sale and service of fixed insurance products. Focus Financial Network serves a diverse client base, including individuals, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized advisory services that incorporate portfolio management, asset allocation, and coordination with other professionals for estate planning and legal or tax implementation.

Executive Founder/Business Owner
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David H

CFP®, Series 63

Minneapolis, MN

Focus Financial

David Hoelke is a CFP® professional affiliated with OSAIC in Minneapolis, MN, with 29 years of industry experience. He has been associated with Focus Financial Network and OSAIC since 2003. Hoelke is a licensed CPA and is involved in limited tax return preparation and advice, including supporting select clients through an LLC with his wife, who is also a tax preparer. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-supported investment process and offers a wide range of advisory programs and custodial options.

Executive Founder/Business Owner
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Daniel K

Series 63, Series 66

Minneapolis, MN

Focus Financial

Daniel Kjorsvik is a financial advisor with Focus Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been affiliated with both OSAIC and Focus Financial since 1998. Outside of his advisory work, he owns and manages thoroughbred and quarter horses, including breeding, buying, selling, and racing. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering personalized investment advisory services that include portfolio management, financial planning, and retirement plan consulting. The firm emphasizes coordination with other professionals for estate and tax planning and provides detailed disclosures on operational practices and conflicts.

Executive Founder/Business Owner
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Chris E

Series 63, Series 66

Minneapolis, MN

Focus Financial

Chris Eldred is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with OSAIC and Focus Financial Network, Inc. since 2009. 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, providing a range of managed accounts, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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John D

Series 63, Series 66

Minneapolis, MN

Focus Financial

John Dritz is a financial advisor with Focus Financial Network, Inc. in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Focus Financial and OSAIC since 1996 and serves as a board member for Focus Financial, participating in company governance and committee activities. 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.

Executive Founder/Business Owner
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Michael G

CFP®, Series 63, Series 65

Minneapolis, MN

Focus Financial

Michael Gustafson is a CFP® professional with 33 years of experience, currently serving as a financial advisor at Focus Financial Network since 1997. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as power of attorney for his mother in managing his late father’s estate. 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 investment management and financial planning services tailored to client needs.

Executive Founder/Business Owner
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Trenton K

Series 63, Series 66

Minneapolis, MN

Focus Financial

Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. 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 consulting, and financial planning services.

Executive Founder/Business Owner
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Michael D

Series 63

St Louis Park, MN

Focus Financial

Michael Dales is a financial advisor with Focus Financial who holds a Series 63 designation and has 39 years of industry experience. He has been affiliated with Focus Financial Network, Inc. since 1993 and Osaic Wealth since 1995. 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 discretionary and non-discretionary managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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Scott S

CFP®, Series 63

Minnatonka, MN

Focus Financial

Scott Streed is a financial advisor with Focus Financial and holds the CFP® and Series 63 designations. He has 38 years of industry experience and has been with Focus Financial Network, Inc. since 2009. Outside of advisory work, he serves as president of Vogel Investment Planning, an S-Corp established for tax purposes related to his securities business. 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 managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
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Monica W

Series 66

Minneapolis, MN

Focus Financial

Monica Whitney is a financial advisor with Focus Financial, holding a Series 66 credential and 17 years of industry experience. She has worked with Focus Financial since 2008 and is also associated with OSAIC and Brad McMurray, where she provides financial planning and trade placement services. 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 investment management and financial planning services tailored to client needs.

Executive Founder/Business Owner
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Michael J

Series 63, Series 65

Minneapolis, MN

Focus Financial

Michael Jacobson is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Focus Financial Network and its affiliated firm OSAIC since 1996. Outside of his advisory role, he owns Jacobson Financial Group, Inc., a non-investment business entity. 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.

Executive Founder/Business Owner
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