Advisors at this firm
Walter F
Series 63, Series 66
Minneapolis, MN
Focus Financial
Walter Fleak is a financial advisor at Focus Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primerica Advisors and AXA Distributors. Outside of financial advising, he owns Fleak Consulting Inc., which provides marketing and IT consulting to non-financial services clients. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services with a diversified investment approach.
Jack H
Series 66
Minneapolis, MN
Focus Financial
Jack Henschel is a financial advisor at Focus Financial with a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance, RBC Wealth Management, and St. Olaf College. In addition to his advisory work, he is a commissioned notary who notarizes legal documents as needed. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.
Jack M
Series 63, Series 65
Minneapolis, MN
Focus Financial
Jack Madryga is a financial advisor with Focus Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at firms including Wells Fargo Clearing, T. Rowe Price, and Windham Capital Management. In addition to financial advising, he is a licensed insurance agent who educates clients on life insurance options. Focus Financial Network manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment and financial planning services, utilizing diverse strategies and investment vehicles tailored to client needs.
Jason T
Series 66
St. Charles, MN
Focus Financial
Jason Troendle is a financial advisor with Focus Financial in St. Charles, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Focus Financial and Osaic Wealth Inc., he worked with The Fertilizer Institute and The Cold Chain Alliance. He operates a sole proprietorship assisting clients with financial planning and portfolio reviews. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services utilizing diverse strategies and investment vehicles tailored to client needs.
Patrick O
Series 66
Bloomington, MN
Focus Financial
Patrick Osmonson is a financial advisor with Focus Financial Network, Inc. in Bloomington, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with Focus Financial since 2002 and serves as a partner at Edwards & Osmonson LLC, a firm providing accounting and tax services for small businesses and individuals. Outside of his advisory role, he acts as a financial guardian for his elderly father, overseeing his finances and brokerage accounts. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment advisory services and portfolio management strategies tailored to client needs.
Robert H
Series 66
Minneapolis, MN
Focus Financial
Robert Heck is a financial advisor at Focus Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at Royal Alliance Associates Inc., Denison Parking, US Bank Stadium, Target Field, and the Minneapolis Police Department. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.
David H
CFP®, Series 63
Minneapolis, MN
Focus Financial
David Heitkamp is a CFP® with 42 years of industry experience, currently serving at Focus Financial since 1995. He is based in Bloomington, MN, and holds the Series 63 designation. Heitkamp is president of The Heitkamp Group Partnership, which manages administrative and business functions related to his financial advisory practice. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, providing a range of managed account services, financial planning, and access to third-party investment managers.
Chad P
Series 66
Edina, MN
Focus Financial
Chad Pratt is a financial advisor at Focus Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Focus Financial Network, Inc. and OSAIC since 2002. Pratt is also president of Financial Designs, a non-investment-related C corporation focused on research and client communication. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services.
Matthew M
Series 63, Series 65, Series 66
Minneapolis, MN
Focus Financial
Matthew Mattheisen is a financial advisor with Focus Financial Network, Inc. based in Minneapolis, MN. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Prior to joining Focus Financial in 2018, he worked at Charles Schwab and Charles Schwab Bank from 2014 to 2018. Outside of his advisory role, he is an author of a book on career growth and mentoring and is the founder of a platform called Decoder Universe. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
John O
Series 63, Series 66
Minneapolis, MN
Focus Financial
John O'Keefe is a financial advisor with Focus Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Focus Financial Network, Inc. and OSAIC since 2009. Outside of his advisory role, he is involved in the firm's licensed insurance agency that sells and services fixed insurance products. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.
Elissa L
Series 66
Woodbury, MN
Focus Financial
Elissa Larson is a financial advisor at Focus Financial with 13 years of industry experience and holds a Series 66 designation. She has worked at Focus Financial since 2013 and is also associated with OSAIC and Deb Kuper as a registered assistant and associate advisor. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services.
Grant R
Series 66
Minneapolis, MN
Focus Financial
Grant Robinson II is a Series 66 licensed financial advisor with Focus Financial in Minneapolis, MN, bringing 24 years of industry experience. He has been with Focus Financial Network and OSAIC since 2004. Outside of his advisory work, Robinson serves as president of two nonprofit organizations related to water skiing and performs as a circus acrobat. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services.
Charles H
Series 66
Minneapolis, MN
Focus Financial
Charles Hynes is a financial advisor with Focus Financial, holding a Series 66 designation and two years of industry experience. He has previously worked at Clifton Larson Allen and PwC. He holds an insurance license but is not currently appointed with any insurance companies. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Jason K
Series 66
Minneapolis, MN
Focus Financial
Jason Kuerschner is a financial advisor with Focus Financial and holds a Series 66 designation. He has seven years of industry experience, including a tenure at Edward Jones from 2018 to 2025. Outside of his advisory role, Kuerschner is actively involved in youth sports organizations, serving as president of the Cologne Baseball Association and as a referee for high school football in Glencoe, MN. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, employing diverse strategies and coordinating with clients’ tax and legal advisors.
Michael H
Series 63, Series 65
Minneapolis, MN
Focus Financial
Michael Hochstetler is a financial advisor at Focus Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Focus Financial Network and OSAIC since 2007. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.