Charles Albert Anderson

Focus Financial

26 Years of Experience

4 DisclosuresBrokerSells Insurance

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 (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

July 2014

Judgment / Lien

June 2014

Judgment / Lien

February 2014

Judgment / Lien

February 2013

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Charles is a financial advisor at Focus Financial Network, providing comprehensive financial planning. He also serves as a statutory agent for their insurance agency, reviewing various insurance policies and variable annuities, dedicating about 10-20% of his time to this.

Employment History

Current Registrations

Focus Financial

September 2005 - Present · 20 yrs 5 mos

Osaic Wealth, INC.Broker

July 1999 - Present · 26 yrs 7 mos

State Registrations18 states

AZCACOFLIAILINMAMNMTNCORSDTNTXVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.