linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brett Jerome Maloney

Focus Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brett? Claim Your Profile

About Brett Jerome Maloney

Brett Maloney is a financial advisor registered with Focus Financial. Brett is based in Alexandria, Minnesota and has been active in the financial industry since February 24, 2019. Brett holds the Series 66 and Series 7TO licenses. They have over 10 years of experience in the financial services industry. Brett is a Certified Financial Planner. Focus Financial specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and other businesses. The firm manages over $5 billion in assets for its clients.

Firm Information

Brett Maloney is currently registered with Focus Financial. Focus Financial is an investment advisory firm based in Minneapolis, Minnesota. They offer financial planning, portfolio management for individuals and businesses, and pension consulting. The firm manages over $5 billion in assets for clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. They participate in wrap fee programs.
Focus Financial

1300 GODWARD STREET NE

MINNEAPOLIS, MN 55413

$5.39B

Assets Under Management

50

Total Clients

112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets under management with third party manager

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brett Maloney’s Registration & Firm History

MN

06/12/2019 - Present

Focus Financial (Alexandria MN)

Not sure if Brett Jerome Maloney is right for you?

Licenses & Designations

BOTH

Issued 04/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Jerome Maloney.
Not sure if Brett Jerome Maloney is right for you?