Chad David Steeves

Focus Financial

35 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Focus Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

116 advisors

Number of Clients

14,027 clients

Average Client Portfolio

$446K average

Assets Under Management

$6.3B

Fee Structure

Location

1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413

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History

Regulatory History (1)

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Customer Dispute

July 2008

Settled

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Other Business Activities

Chad is a financial advisor at Focus Financial Network Inc, dedicating full-time hours to managing client portfolios and providing financial planning. He is also the President of SWMG LLC and a Partner at Bergstrom Financial Group LLC, spending a few hours per week on each to manage business operations and financials.