Michael
Trnka

Focus Financial

CRD#4416837
Investment Advisor
in Waite Park, MN

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About this Advisor

Michael Trnka is a financial advisor operating in Waite Park, Minnesota with a total of 9 years of industry experience. Trnka is on the advisory team at Focus Financial. The advisor has gained experience at Lpl Financial, Royal Alliance and Focus Financial. Trnka holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota and North Dakota. Focus Financial is a registered investment company operating out of Minneapolis, MN. The investment advisory business has offices in 40 locations and a total of 194 financial advisors. It manages $5 billion in assets under management between its 24,479 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 24,479 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. Focus Financial performs a diverse range 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 depend on which service is offered. Fees charged by Focus Financial may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

110 2Nd Street S
Waite Park, MN 56387

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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

Michael Trnka Work History

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

2014 - Present (10 years)

Royal Alliance

2014 - Present (10 years)

Focus Financial

2009 - 2014 (5 years)

Lpl Financial

*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 Michael Trnka 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

Stephanie Hartmann
Minneapolis, MN
Connor Koppa
Minneapolis, MN
Matthew Mattheisen
Minneapolis, MN
Jacob Larue
Minneapolis, MN
Brian Fleming
Alexandria, MN
Trenton Kerr
Minneapolis, MN
Carl Arrell
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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