John
Watkins

Focus Financial

CRD#1285779
Investment Advisor
in Minneapolis, MN

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About this Advisor

John Watkins is a certified financial planner based in Minneapolis, Minnesota with 10 years of relevant experience. Watkins is an advisor for Focus Financial. Watkins has gained experience at Focus Financial Network, Inc and Royal Alliance Associates, Inc. Watkins has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota and Texas. Focus Financial is an advisory firm that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 40 locations and a total of 194 employees. It oversees $5 billion in total assets among its 24,479 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 24,479 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on the services. Fees charged by Focus Financial likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

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

43 Main Street Se Suite 223
Minneapolis, MN 55414

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Focus Financial Brokerage Details

Total Assets Under Management

$4,459,201,828

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

194

MN Average: 157
Total Number of Accounts

24,479

MN Average: 8,262
Average Account Size

$182,164

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

John Watkins Work History

John has been registered as a financial advisor for 10 years.*

1995 - Present (29 years)

Royal Alliance Associates, Inc

1993 - Present (31 years)

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 John Watkins 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

Connor Koppa
Minneapolis, MN
Stephanie Hartmann
Minneapolis, MN
Matthew Mattheisen
Minneapolis, MN
Jonathan Dennison
Minneapolis, MN
Jacob Larue
Minneapolis, MN
Carl Arrell
Minneapolis, MN
Amanda Willis-Martin
Minneapolis, MN
Trenton Kerr
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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