Patrick Ray Osmonson

Current Employers

Employment History

• 07/1992 → Present
  Edwards & Osmonson Llc
  Bloomington, MN
• 12/2002 → Present
  Osaic Wealth, Inc.
  Bloomington, MN
• 12/2002 → Present
  Focus Financial Network, Inc.
  Bloomington, MN

Other Businesses

1. POWER OF ATTORNEY-FATHER'S BROKERAGE ACCT POSITION: Power of Attorney NATURE: Father's (2) individual brokerage accounts - I have power of attorney on the accounts, which is located at Charles Schwab. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2020 ADDRESS: 9040 Colfax Ave S, Bloomington MN 55420, United States DESCRIPTION: Overseeing Father's brokerage accounts. At age 83 he has been showing signs of being a vulnerable adult. The power of attorney was suggested by his broker at Northland Retirement Group, LLC located in Wisconsin. 2. FINANCIAL GUARDIANSHIP FOR MY FATHER. POSITION: Guardian NATURE: Not a business. Financial Guardianship for my Father Felix P. Osmonson who has been having difficulties with his finances at age 84. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2022 ADDRESS: 9040 Colfax Ave S, Bloomington MN 55420, United States DESCRIPTION: Over seeing all of my Father's finances. His daily finances are being processed thru Polk-Burnett Payee. A service in the county he lives in Wisconsin that was set up by the court which helps people take care of their finances. I have chosen to continue the Payee service. His incomes go in there and his daily expenses are paid thru there. He also has 2 Charles Schwab brokerage accounts. 3. EDWARDS & OSMONSON, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/19/1999 ADDRESS: 1650 West 82nd Street, Suite 125C, Bloomington MN 55431, United States DESCRIPTION: Accounting and tax work for small businesses and individuals. 4. FOCUS FINANCIAL NETWORK INC POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2006 ADDRESS: 1650 West 82nd Street, Suite 125, Bloomington MN 55431, United States DESCRIPTION: Investment advisory. Review client portfolios and review clients financial needs to ensure that what we do for them is in their best interest. 5. PATRICK R. OSMONSON, LTD. POSITION: President/Owner NATURE: Corporation-This entity is a 50% MEMBER of Edwards & Osmonson, LLC. Patrick R. Osmonson, Ltd. operates under the DBA of Edwards & Osmonson, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/1994 ADDRESS: 1650 West 82nd Street, Suite 125C, Bloomington MN 55431, United States DESCRIPTION: Accounting work, tax work, & administrative work.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-17

Other Names

• Patrick Raymond Osmonson
• Patrick Raymond Osmonson