DFX Intelligence
Advisors
Advisors registered through Focus Financial
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Paul Andrew Schmidt dual registrant | Focus Financial independent RIA | Sartell, Mn | Mar 26, 2020 | 30 y | 0 | 1 |
| Joel Curtis Schrimpf Chartered Financial Analyst | Focus Financial independent RIA | Minneapolis, Mn | Feb 16, 2010 | 22 y | 0 | 2 |
| Tracey Marie Simonson Certified Financial Planner · dual registrant | Focus Financial independent RIA | North Branch, Mn | Dec 17, 2013 | 38 y | 1 | 2 |
| C••• D•••• S•••••• dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Dec 20, 2013 | 37 y | 0 | 2 |
| S•••• D•••••• S••••• Certified Financial Planner · dual registrant | F•••• F•••••••• independent RIA | Minnatonka, Mn | Dec 19, 2013 | 38 y | 0 | 1 |
| M•••••• S••••• S••••••• dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Sep 18, 2019 | 18 y | 1 | 1 |
| J•••••• A• T••••• Certified Financial Planner · dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Dec 19, 2013 | 35 y | 0 | 2 |
| A••••• M•••• T••••••••• dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Feb 11, 2026 | 11 y | 0 | 1 |
| A••• J••••• T••••••• dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Jan 29, 2020 | 16 y | 0 | 2 |
| F••••••• J••• T••••••• Certified Financial Planner · dual registrant | F•••• F•••••••• independent RIA | St Charles, Il | Jan 14, 2015 | 29 y | 1 | 1 |
| J•••• A••• T••••••• dual registrant | F•••• F•••••••• independent RIA | St. Charles, Mn | Jan 13, 2025 | 10 y | 0 | 1 |
| P••• A•••••• U•••••••• dual registrant | F•••• F•••••••• independent RIA | Forest Lake, Mn | May 10, 2017 | 24 y | 1 | 1 |
| F•••• V•••••••• dual registrant | F•••• F•••••••• independent RIA | Cortlandt Manor, Ny | Dec 15, 2009 | 27 y | 0 | 3 |
| E•••••••• E•••• V••••••• dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Dec 19, 2013 | 31 y | 1 | 1 |
| B•••• J•••• W•••••• | F•••• F•••••••• independent RIA | Minneapolis, Mn | Jan 21, 2020 | 10 y | 0 | 1 |
| J•••• H••••• W•••• Certified Financial Planner · dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Jan 13, 2014 | 39 y | 0 | 2 |
| J••• K••• W•••••• Certified Financial Planner · dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Dec 19, 2013 | 42 y | 0 | 2 |
| M••••• W• W•••••• dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Jan 31, 2014 | 19 y | 0 | 1 |
| S••••• J••••• W•••••• | F•••• F•••••••• independent RIA | Waconia, Mn | Sep 10, 2026 | 11 y | 0 | 1 |
| J••••• W••••• dual registrant | F•••• F•••••••• independent RIA | Wausau, Wi | Sep 20, 2021 | 12 y | 0 | 1 |
| J•••••• D••• Z•••••••• dual registrant | F•••• F•••••••• independent RIA | Minneapolis, Mn | Dec 19, 2013 | 33 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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121 advisors match.