Bloomington, MN Penn Ave Office

Team
Updated today

Client AUM

$6,701,031,471

Clients

13,560

Advisors

2

Of 121 advisors across 30 offices

Location

8100 Penn Ave, Suite 175

Bloomington MN 55431

Advisors at this office

2

Advisors at this office

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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.

Executive Founder/Business Owner
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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.

Executive Founder/Business Owner
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