Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Osmonson is a financial advisor who has been in the industry since 2003. Patrick is a registered representative of Focus Financial and is licensed in Minnesota and several other states. Patrick Osmonson, Ltd. operates under the DBA of Edwards & Osmonson, LLC. Patrick is a partner in Edwards & Osmonson, LLC, which provides accounting and tax work for small businesses and individuals. Patrick is also the President/Owner of Patrick R. Osmonson, Ltd. Patrick provides investment advisory services to individuals and families, as well as businesses. Patrick holds Series 66, SIE and Series 7 licenses and is a member of the Minnesota Securities Dealers Association. Patrick is experienced in working with high-net-worth individuals and families, as well as businesses. Patrick provides a variety of financial planning services, including retirement planning, investment management, and estate planning.
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
12/17/2013 - Present
Focus Financial (BLOOMINGTON MN)
BOTH
Issued 01/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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