Sandra
Keenan

Focus Financial

CRD#3009102
Investment Advisor
in Alexandria, MN

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About this Advisor

Sandra Keenan is a financial advisor based in Alexandria, Minnesota with 9 years of industry experience. Keenan is an advisor for Focus Financial. During their career, the advisor has held roles at Royal Alliance Associates and Focus Financial. Keenan has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Minnesota. Focus Financial is a registered investment company operating out of Minneapolis, MN. The company has offices in 40 locations and a total of 194 advisors. It administers $5 billion in total assets across its 24,479 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 24,479 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. Focus Financial offers a number 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. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Focus Financial can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

307 North Nokomis Street Suite 112
Alexandria, MN 56308

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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

Sandra Keenan Work History

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

2012 - Present (12 years)

Royal Alliance Associates

2012 - Present (12 years)

Focus 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 Sandra Keenan 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
Brett Maloney
Alexandria, MN
Amanda Willis-Martin
Minneapolis, MN
Brian Fleming
Alexandria, MN
Elizabeth Villalta
Minneapolis, MN
Carl Arrell
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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