Louise
Monahan

Focus Financial

CRD#2612773
Investment Advisor
in Minneapolis, MN

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About this Advisor

Louise Monahan is a financial advisor based out of Minneapolis, Minnesota with a total of 9 years of relevant experience. Monahan is an advisor for Focus Financial. Monahan has gained experience at Royal Alliance Associates, Inc and Focus Financial Network Inc. Monahan holds a Series 63 license, designating them as a securities agent, and is approved to serve investors in Minnesota. Focus Financial is a business that has its headquarters in Minneapolis, MN. The firm has offices in 40 locations and a total of 194 employees. It has $5 billion in assets among its 24,479 client accounts, making it one of the largest firms in the United States by assets under management. Of its 24,479 customer accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Focus Financial offers a diverse assortment 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 charged by financial advisors typically are based on the financial services provided. Fee types billed by Focus Financial likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

9 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

2852 Anthony Lane S Suite 100
Minneapolis, MN 55418

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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

Louise Monahan Work History

Louise has been registered as a financial advisor for 9 years.*

1995 - Present (29 years)

Royal Alliance Associates, Inc

1995 - Present (29 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 Louise Monahan 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
Sandra Keenan
Alexandria, MN
Carl Arrell
Minneapolis, MN
Amanda Willis-Martin
Minneapolis, MN
Jonathan Dennison
Minneapolis, MN
Brett Maloney
Alexandria, 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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