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Daniel Kjorsvik

Focus Financial
28 Years of Experience
Minneapolis, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Daniel Kjorsvik is a registered investment advisor at Focus Financial, based in Minneapolis, MN, with 28 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B in assets under management.

Focus Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
13,684 clients
Average Client Portfolio
$499K average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 Shelard Parkway, Suite 300, Minneapolis, MN, 55426

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History

Regulatory History (1)
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.
Regulatory
July 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel sells fixed insurance products through Focus Financial, dedicating about 10-20% of his time. He also works as a financial advisor and owns a sole proprietorship related to owning, breeding, and racing horses, taking about half of Daniel's time.

Employment History
Current Registrations
Focus Financial
January 2012 - Present · 14 yrs 9 mos
Osaic Wealth, INC.Broker
September 1998 - Present · 28 yrs 1 mo
Previous Registrations
Focus Financial
June 2006 - March 2010 · 3 yrs 9 mos
State Registrations14 states
ARCOFLIAILKYMNNCNDSCSDTXUTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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