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Brad Mcmurray

Focus Financial

Minneapolis, MN

CRD 2177685

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Employer firm

Focus Financial CRD 116140

$6.82B regulatory AUM 105 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Financial

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-12-16
  • MN RA
    APPROVED
    Since 2013-12-16

Branch Locations

1000Shelard Parkway Suite 300, Minneapolis, MN 55426 • 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
Osaic Wealth, Inc. Roseville MN 01/1997 Present
Focus Financial Network, Inc. Minneapolis MN 01/1992 Present
  • 01/1997 → Present
    Osaic Wealth, Inc.
    Roseville, MN
  • 01/1992 → Present
    Focus Financial Network, Inc.
    Minneapolis, MN
Previous Registrations
Other Businesses

1. FOCUS FINANCIAL NETWORK POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1996 ADDRESS: 600 Highway 169 S, Suite 1115, Minneapolis MN 55426, United States DESCRIPTION: Sales and service of fixed insurance products. 2. FOCUS FINANCIAL NETWORK POSITION: Investment Advisor Representative NATURE: Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1996 ADDRESS: 600 Highway 169 S, Suite 1115, Minneapolis MN 55426, United States DESCRIPTION: Financial planning and investment management.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-10-01
  • S63 Uniform Securities Agent State Law Examination
    1991-10-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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