Unclaimed
Erik Henschell is a financial advisor registered in Minnesota. Erik is currently employed by Focus Financial and has been in the industry since January 2020. Erik specializes in providing financial planning, pension consulting, and selection of other advisors. Erik is also a registered representative with Focus Financial.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party manager
1
2
MN
09/07/2023 - Present
Focus Financial (MINNEAPOLIS MN)
MN
01/13/2020 - 09/08/2023
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE MN)
IA
Issued 02/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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