Joshua
Winter
Focus Financial
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About this Advisor
Joshua Winter is a financial advisor working out of Wausau, Wisconsin who has 2 years of relevant experience. Winter currently works for Focus Financial. Their career trajectory has included roles at Verizon Wireless, Scaffidi Motors, Focus Financial Network, Royal Alliance Associates, Inc and Focus Financial. Winter holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Focus Financial is a registered investment company that has its headquarters in Minneapolis, MN. The company has offices in 40 locations and a total of 194 employees. It oversees $5 billion in assets between its 24,479 customer accounts, making it one of the largest firms in the country by assets under management. Of its 24,479 client accounts, just 10% are held by high-net-worth individuals who have at least $1 million in investable assets. Focus Financial performs a number 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. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Focus Financial likely are comprised of some blend 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
$4,459,201,828
194
24,479
$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
Joshua Winter Work History
Joshua has been registered as a financial advisor for 2 years.*
Royal Alliance Associates, Inc
Focus Financial
Focus Financial Network
Royal Alliance Associates, Inc
Verizon Wireless
Scaffidi Motors
*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 Joshua Winter 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
Minneapolis, MN
Minneapolis, 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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