Edina, MN Office

Team
Updated today

Client AUM

$6,701,031,471

Clients

13,560

Advisors

2

Of 121 advisors across 30 offices

Location

7400 Metro Boulevard, Suite 223

Edina MN 55439

Advisors at this office

2

Advisors at this office

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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.

Executive Founder/Business Owner
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David P

CFP®, Series 63

Edina, MN

Focus Financial

David Pratt is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC in Edina, MN. He has held roles at Focus Financial Network, FDI, Inc., Pensions Plus, Inc., and Financial Designs of Edina, Inc. Pratt is also the Chief Operating Officer and owner of FDI Incorporated, which provides insurance placement and retirement plan consultation services. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm uses a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering access to a broad range of investment products and custodial platforms.

Executive Founder/Business Owner
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