Joel
Schrimpf
Focus Financial
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About this Advisor
Joel Schrimpf is a financial advisor working out of Minneapolis, Minnesota who has 10 years of industry experience. Schrimpf is on the advisory team at Focus Financial. Over the course of their career, Schrimpf has held roles at Royal Alliance Associates and Focus Financial Network, Inc. Schrimpf maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota and Texas. Focus Financial is a business that has its headquarters in Minneapolis, MN. The firm has offices in 40 locations and a total of 194 advisors. It handles $5 billion in assets between its 24,479 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 24,479 client accounts, just 10% are associated with high-net-worth clients who have more than $1 million in investable assets. The business offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Focus Financial likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,459,201,828
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
194
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
24,479
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$182,164
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
Joel Schrimpf Work History
Joel has been registered as a financial advisor for 10 years.*
Royal Alliance Associates
Focus Financial Network, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Schrimpf 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
Minneapolis, MN
Alexandria, MN
Alexandria, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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