Anna
Arland

Focus Financial

CRD#7614872
Investment Advisor
in Minneapolis, MN

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About this Advisor

Anna Arland is a financial advisor based in Minneapolis, Minnesota, working with Focus Financial. Anna has previously held positions at Focus Financial, Osaic Wealth, Land O'Lakes, Bethel University, Victoriano's, Community Reinvestment Fund, YMCA, Nelson's Ice Cream, and Stillwater Area High School. Anna has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Anna is part of Focus Financial, which operates out of Minneapolis, Minnesota. The firm has 40 offices and 167 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Focus Financial includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1300 Godward Street Ne Suite 5500
Minneapolis, MN 55413

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Focus Financial Brokerage Details

Total Assets Under Management

$5,385,968,542

MN Average: $5,289,111,388
Total Number of Employees

167

MN Average: 157
Total Number of Accounts

25,365

MN Average: 8,262
Average Account Size

$212,339

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Anna Arland Work History

2023 - Present (1 year)

Osaic Wealth

2022 - Present (2 years)

Focus Financial

2021 - 2022 (1 year)

Land O'Lakes

2020 - 2020 (< 1 year)

Victoriano'S

2020 - 2021 (1 year)

Community Reinvestment Fund

2019 - 2021 (2 years)

Bethel University

2019 - 2019 (< 1 year)

Ymca

2018 - 2019 (1 year)

Bethel University

2015 - 2018 (3 years)

Nelson'S Ice Cream

2013 - 2015 (2 years)

Stillwater Area High School

Disclosures

Please visit the SEC profile of Anna Arland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Focus Financial

Chris Grosskreutz
Wausau, WI
Kimberly Jannusch
Lisle, IL
Brett Maloney
Alexandria, MN
Charles Hynes
Minneapolis, MN
Drew Bergstrom
Minneapolis, MN
Brian Wagener
Minneapolis, MN
Connor Koppa
Minneapolis, MN
Peder Jacobson
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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