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Drew William Bergstrom

Focus Financial

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About Drew William Bergstrom

Drew William Bergstrom is a financial advisor associated with Focus Financial. Drew has been in the industry for less than 2 years. Drew holds Series 66, Series 7TO and SIE licenses. Drew is registered in Minnesota. Drew also works with clients through a second firm called OSAIC WEALTH, INC.. Drew's current firm, Focus Financial, has a diverse client base and offers a variety of financial advisory services, including financial planning, pension consulting, and portfolio management. Drew focuses on serving individual clients, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Drew Bergstrom 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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Drew Bergstrom’s Registration & Firm History

MN

10/26/2022 - Present

Focus Financial (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drew William Bergstrom.
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