Unclaimed
Sonya Hansmeyer is a financial advisor who has been working in the industry since 1998. Sonya currently works for Focus Financial. Sonya is registered with the state of Minnesota as an investment advisor representative. Sonya is also a registered principal with FINRA. Sonya has been working with Focus Financial since 2003. Prior to working with Focus Financial, Sonya was employed with American Express Financial Advisors Inc. and IDS Life Insurance Company. Sonya has been a Director of Supervision at Focus Financial since 2003. In addition to her work at Focus Financial, Sonya is also a trustee. Sonya has a Series 7, 24, 51 and 66 license. Sonya also holds the SIE designation.
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
12/10/2013 - Present
Focus Financial (MINNEAPOLIS MN)
MN
07/22/1998 - 03/28/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/22/1998 - 03/28/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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