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Paul Anthony Underdahl

Focus Financial

Forest Lake, MN

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Current Employers
Focus Financial

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-05-10
  • MN RA
    APPROVED
    Since 2017-05-10

Branch Locations

Forest Lake, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. New Brighton MN 08/2002 05/2017
Osaic Wealth, Inc. New York NY 05/2017 Present
Focus Financial Network, Inc. Minneapolis MN 05/2017 Present
  • 08/2002 → 05/2017
    Ameriprise Financial Services, Inc.
    New Brighton, MN
  • 05/2017 → Present
    Osaic Wealth, Inc.
    New York, NY
  • 05/2017 → Present
    Focus Financial Network, Inc.
    Minneapolis, MN
Previous Registrations
Other Businesses

1) RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 7735 162nd Ave NE, Forest Lake MN 55025, United States DESCRIPTION: I rent out residential rental properties. 2) FOCUS FINANCIAL NETWORK INC. POSITION: Insurance Agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/05/2017 ADDRESS: 7735 162nd Ave NE, Forest Lake MN 55025, United States DESCRIPTION: selling & servicing products for my clients 3) FOCUS FINANCIAL NETWORK INC. POSITION: Financial Advisor NATURE: registered investment advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/05/2017 ADDRESS: 7735 162nd Ave NE, Forest Lake MN 55025, United States DESCRIPTION: Helping client with Financial Planning. 4) 19 5TH AVENUE PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2019 ADDRESS: 19 5th Avenue, Forest Lake MN 55025, United States DESCRIPTION: Landlord- Collect Rents Upkeep Property 5) EAST BURNETT PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 219 East Burnett, Grantsburg WI 54840, United States DESCRIPTION: Landlord 6) STONEBRIDGE ADVISOR GROUP POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/17/2019 ADDRESS: 7735 162nd Ave. NE, Forest Lake MN 55025, United States DESCRIPTION: Books & Record keeping 7) TRUSTEE UNDERDAHL TRUST POSITION: Trustee NATURE: Trustee of Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2023 ADDRESS: 7735 162nd Ave NE, 7735162nd, FOREST LAKE MN 55025, United States DESCRIPTION: Trustee duties of the James & Mary Underdahl Trust

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-27
  • S66 Uniform Combined State Law Examination
    2002-11-27

View on SEC IAPD

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