Walter
Pickup

Focus Financial

CRD#2226150
Investment Advisor
in Burnsville, MN

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About this Advisor

Walter Pickup is a financial advisor based in Burnsville, Minnesota, working with Focus Financial. Walter has previously held positions at Osaic Wealth, Inc and Focus Financial Network, Inc. Walter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Walter is part of Focus Financial, which operates out of Burnsville, 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 65

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

350 W. Burnsville Parkway Suite 575
Burnsville, MN 55337

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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

Walter Pickup Work History

1997 - Present (27 years)

Osaic Wealth, Inc

1997 - Present (27 years)

Focus Financial Network, Inc

Disclosures

Please visit the SEC profile of Walter Pickup 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

Chris Grosskreutz
Wausau, WI
Brian Wagener
Minneapolis, MN
Kimberly Jannusch
Lisle, IL
Brett Maloney
Alexandria, MN
Charles Hynes
Minneapolis, MN
Drew Bergstrom
Minneapolis, MN
Jacob Larue
Minneapolis, MN
Melissa Mansfield
Saint Charles, 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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