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Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993.

As one of the largest independent, non-proprietary advisory firms, Focus Financial has more than $3 billion* in assets under management.  We’ve been ranked as one of the metro area’s Top 50 Asset Management Firms and one of the Top 10 Certified Financial Planning firms by the Minneapolis St. Paul Business Journal.

Large enough to provide stability, resources and a variety of services, yet small enough to provide personalized service, Focus Financial prides itself on maintaining a client-focused approach.

Focus Financial includes more than 100 advisor professionals and employees – many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation – with expertise in a variety of practice areas.

We work with our broker/dealer, Royal Alliance Associates, Inc., to help provide comprehensive, ongoing advisor oversight.

We have experience working with a range of clients, from retirees to accumulators, employees to employers, and executives to business owners.  Our advisors, working closely with other professionals where needed, address all areas of financial, business, tax, and estate planning.

We work toward building long-term, high-trust relationships designed to help you achieve your goals.

INVESTMENTS*

Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds
Certificates of Deposit
Stocks and Bonds
Variable and Fixed Annuities
Real Estate Investment Trusts (REITs)
Limited Partnerships
INSURANCE

Disability Insurance
Fixed, Variable, and Term Life Insurance
Health Insurance
Long-Term Health Care Insurance
Buy-Sell Policies including Overhead Expense Protection
Employee Benefits
 
RETIREMENT PLANS

401(k), 403(b), 457, and Profit Sharing Plans
Individual Retirement Accounts (IRAs) and Roths
Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans
Non-Qualified Deferred Compensation Plans
 
PLANNING SERVICES

Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation
Employee Worksite Financial Education Seminars
Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management

*Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE



 
 
 

Brad Davis, Loren Edberg, Randy Kruger, Stephan Kerby, and Ashton Pankonin offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC. Fixed insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. KMF Advisors is a marketing designation.

Royal Alliance does not offer tax or legal advice. All other listed entities are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IA, MD, ME, MN, MO, MS, NC, NY, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION 

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Please note: This information is strictly provided as a courtesy. When you link to any of the provided websites within this website, you are leaving this website. We make no representation to the completeness or accuracy of information provided at these websites.

 


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