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Fredrick John Troendle

Focus Financial

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About Fredrick John Troendle

Fredrick Troendle is an investment advisor representative with Focus Financial, based out of St. Charles, MN. Fredrick has been in the industry since 1996 and holds the Series 7, Series 63 and SIE licenses. Fredrick also holds the designation of Certified Financial Planner. Fredrick has experience working for Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Focus Financial specializes in providing portfolio management, financial planning, and pension consulting services.

Firm Information

Fredrick Troendle 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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Fredrick Troendle’s Registration & Firm History

IL

01/14/2015 - Present

Focus Financial (ST CHARLES IL)

MN

11/26/1996 - 01/14/2015

AMERIPRISE FINANCIAL SERVICES, INC. (ST. CHARLES MN)

MN

11/26/1996 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Fredrick John Troendle. Review regulatory record here.
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