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Michael Huerbin

Focus Financial
27 Years of Experience
Bemidji, MN
1 DisclosureBrokerSells Insurance
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Michael Huerbin is a registered investment advisor at Focus Financial, based in Bemidji, MN, with 27 years of industry experience. Michael 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

1421 Bemidji Avenue N, Suite 2, Bemidji, MN, 56601

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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.
Customer Dispute
January 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an insurance agent and investment advisor representative with Focus Financial Network, dedicating about half of his time to sales and service of investment products and fixed insurance products. He also works at a ski resort, owns part of a paddling company, provides sound engineering services, and is president of a non-profit, spending significant time on the non-profit during January and February.

Employment History
Current Registrations
Focus Financial
April 2008 - Present · 18 yrs 6 mos
Osaic Wealth, INC.Broker
February 2001 - Present · 25 yrs 8 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
March 1999 - March 2001 · 2 yrs
State Registrations9 states
AZMNNCNDSDTXVAWAWI
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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