Scott
Mullinix

Focus Financial

CRD#1717570
Investment Advisor
in Minneapolis, MN

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About this Advisor

Scott Mullinix is a financial advisor based in Minneapolis, Minnesota, working with Focus Financial. Scott has previously held positions at Nuveen Investments LLC, Tiaa-Cref, Osaic Wealth, Inc, and Focus Financial Network, Inc. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Scott is part of Focus Financial, which operates out of Minneapolis, Minnesota. The firm has 40 offices and 167 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Focus Financial includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

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

1300 Godward Street Ne Suite 5500
Minneapolis, MN 55413

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Focus Financial Brokerage Details

Total Assets Under Management

$5,385,968,542

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

167

MN Average: 157
Total Number of Accounts

25,365

MN Average: 8,262
Average Account Size

$212,339

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

Scott Mullinix Work History

2017 - Present (7 years)

Osaic Wealth, Inc

2017 - Present (7 years)

Focus Financial Network, Inc

2015 - 2016 (1 year)

Tiaa-Cref

2010 - 2015 (5 years)

Nuveen Investments LLC

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Disclosures

Please visit the SEC profile of Scott Mullinix 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

Brian Wagener
Minneapolis, MN
Charles Hynes
Minneapolis, MN
Kimberly Jannusch
Lisle, IL
Drew Bergstrom
Minneapolis, MN
Chris Grosskreutz
Wausau, WI
Brett Maloney
Alexandria, MN
Stephanie Hartmann
Minneapolis, MN
Connor Koppa
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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