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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-27 |
Branch Locations
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-02-15 |
Branch Locations
3530 Stewart Avenue, Wausau, WI 54401 • United States
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Financial Network, Inc | Roseville | MN | 02/2011 | Present |
| Osaic Wealth, Inc. | Roseville | MN | 02/2011 | Present |
1) FOCUS FINANCIAL NETWORK, INC.; INVESTMENT-RELATED; 2405 SCHOFIELD AVE, SUITE 240, WESTON, WI 54476; INVESTMENT ADVISORY FIRM; INVESTMENT ADVISOR REPRESENTATIVE; FINANCIAL ADVISOR; 2/2011; 50% OF TIME; 100% DURING TRADING HOURS. 2)FOCUS FINANCIAL POSITION: Financial Advisor NATURE: Corporation^Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/15/2011 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: Direction, Financial advice and investment advice to clients 3) FFREG, LLC POSITION: Member NATURE: Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/06/2021 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: This Partnership will own a building that houses our Financial Planning Practice. Duties will be managing the property. 4) FFG, LLC POSITION: Member NATURE: To manage a checking account for the sole purpose of paying office expenses for a group of Advisors at same location. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2011 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: File the LLC update each year. Fund the account with my share of office expenses each month. 5) TPG LLC POSITION: member NATURE: Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2021 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: This partnership owns part of a building for my financial planning practice. Duties will be to help in the managing of the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-19 |
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