August 2009 | Minneapolis/St. Paul Business Journal Top 25 List: Asset Management Firms Metro-area asset management firms ranked by total assets managed. Research conducted by: Jera Peterson. Focus Financial was listed #23.
March 2009 | Twin Cities Business Top 25 Asset Management Firms Metro-area asset management firms ranked by total assets managed. Focus Financial was listed #16.
March 2008 | Twin Cities Business Top 25 Asset Management Firms Metro-area asset management firms ranked by total assets managed. Focus Financial was listed #18.
July 20, 2007 | Minneapolis/St. Paul Business Journal Top 25 List: Asset Management Firms Metro-area asset management firms ranked by total assets managed. Research conducted by: Jera Peterson. Focus Financial was listed #21.
The BIG Book 2007 | Twin Cities Business – Business Information Guide
July 12, 2006 | Minneapolis/St. Paul Business Journal
Top 25 List: Asset Management Firms Metro-area asset management firms ranked by total assets managed. Research conducted by: Jera Peterson. Focus Financial was listed #17.
April 9, 2004 | Minneapolis/St. Paul Business Journal
Top 25 List: Financial Planners
Metro-area financial planning firms ranked by number of Certified Financial Planners™. Research conducted by Nicole Garrison-Spenger. Focus Financial was listed #2.
Announcements
January 27, 2007
Charity Sponsor for Fundraising Event | Best Prep-Skills for Tomorrow
BestPrep is a statewide nonprofit that serves 140,000 students and teachers in grades 4-12 annually. The mission of BestPrep is to provide Minnesota students with the knowledge and skills necessary to be best preparedfor the economic challenges of the future. Learn more…
Achievements
January 2010 | Mpls.St.Paul Magazine & Twin Cities Business FIVE STAR: Best in Client Satisfaction Wealth Manager Award* This year Focus Financial celebrates 17 advisors who received this award: Charles Anderson, Dave Beissler, Bill Bergstrom, Lynn Daly, Cyn Eells, Tim Evon, Dave Heitkamp, Rich Hornung, Dave Hynes, Mike Jacobson, Barbara Kirby, John Layton, Marc Kowalski, Trevor Nelko, Matthew Nelson, Lesley Nystrom, and Kyle Watkins. The award is limited to less that 7% of all professionals within the Twin Cities area. Research is conducted by an independent third party company to assist consumers in selecting a wealth manager that provides exceptional client satisfaction, indicated by other consumers.
January 2009 | Mpls.St.Paul Magazine & Twin Cities Business FIVE STAR: Best in Client Satisfaction Wealth Manager Award* Charles Anderson, Mike Dales, Barbara Kirby, Marc Kowalski, Brad Leivermann, Brad McMurray, Trevor Nelko, Lesley Nystrom, Brenda Olsen, Dan Sigurdson and Kyle Watkinswere awarded this recognition. The award is limited to less that 7% of all professionals within the Twin Cities area. Research is conducted by an independent third party company to assist consumers in selecting a wealth manager that provides exceptional client satisfaction, indicated by other consumers.
January 2008 | Mpls.St.Paul Magazine & Twin Cities Business FIVE STAR: Best in Client Satisfaction Wealth Manager Award* Dave Heitkamp, Robert Hengelfelt, Julieann Schroeder and Kyle Watkins were awarded this recognition. The award is limited to less that 7% of all professionals within the Twin Cities area. Research is conducted by an independent third party company to assist consumers in selecting a wealth manager that provides exceptional client satisfaction, indicated by other consumers.
July 11, 2008, July 20, 2007 & January 20, 2006 | Minneapolis/St. Paul Business Journal Top Independent Wealth Advisers Bill Bergstrom was listed on the metro-area’s top wealth advisors for three consecutive years.
The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.comfor more information.
*Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's valuation.Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.
Securities offered through Royal Alliance Associates Inc., member FINRA/SIPC. Investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc..
