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Monica W. Whitney

Focus Financial

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About Monica W. Whitney

Monica Whitney is a financial advisor who has been in the industry for 15 years. Monica is registered with Focus Financial and has a Series 7 and Series 66 license. Monica is also a Certified Financial Planner™. Monica works with individuals, high-net-worth individuals, corporations, businesses, trusts and pension and profit-sharing plans. Monica’s clients are located in Arizona, California, Colorado, Florida, Illinois, Indiana, Massachusetts, Michigan, Minnesota, North Carolina, North Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin.

Firm Information

Monica Whitney 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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Monica Whitney’s Registration & Firm History

MN

01/31/2014 - Present

Focus Financial (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica W. Whitney.
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