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Chad David Steeves

Focus Financial

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About Chad David Steeves

Chad Steeves is a financial advisor with Focus Financial, a firm headquartered in Minneapolis, Minnesota. Chad has been in the industry since February 1990. Chad has experience with a variety of investment services and has a strong track record of providing financial advice to individuals, families, and businesses. Chad holds licenses to practice in multiple states. In addition to working with Focus Financial, Chad is also a Partner at Bergstrom Financial Group, LLC.

Firm Information

Chad Steeves 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Percentage of assets under management with third party manager

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Chad Steeves’s Registration & Firm History

MN

05/22/2019 - Present

Focus Financial (MINNEAPOLIS MN)

MN

11/03/2005 - 06/09/2008

CHARLES SCHWAB & CO., INC. (ST. PAUL MN)

TX

04/19/2004 - 11/12/2004

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

NE

07/07/2003 - 04/19/2004

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

SC

05/01/1998 - 07/08/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

CA

07/15/1996 - 05/01/1998

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MN

08/05/1993 - 07/01/1996

FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)

MN

03/06/1992 - 08/03/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/06/1992 - 08/03/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

12/20/1988 - 01/14/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/20/1988 - 01/14/1992

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/07/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chad David Steeves. Review regulatory record here.
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