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Dylan Gary Aeikens

Focus Financial

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About Dylan Gary Aeikens

Dylan Aeikens is a financial advisor at Focus Financial. Dylan has been in the financial services industry for over 9 years and specializes in a wide range of financial planning services, including retirement planning, college savings, and estate planning. Dylan holds Series 7, 63, and 65 licenses. Dylan is also a registered representative with Royal Alliance Associates, Inc. Dylan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Dylan Aeikens 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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Dylan Aeikens’s Registration & Firm History

MN

01/11/2022 - Present

Focus Financial (burnsville MN)

MN

04/25/2014 - 07/31/2017

HD VEST INVESTMENT SERVICES (Willmar MN)

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Licenses & Designations

IA

Issued 02/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Gary Aeikens.
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