CP
CP

Chad David Pratt

24 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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

Loading...

Location

7400 Metro Boulevard, Suite 223, Edina, MN, 55439

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Chad works as an investment advisor for Focus Financial Network, dedicating nearly full-time hours to recommending investments and placing trades. He is also President of FDI - Financial Designs, spending a few hours per week on research and client communication.

Employment History
Current Registrations
Focus Financial
September 2005 - Present · 20 yrs 5 mos
Osaic Wealth, INC.Broker
February 2002 - Present · 24 yrs
Previous Registrations
American Express Financial Advisors INC.Broker
March 2001 - November 2001 · 8 mos
Ids Life Insurance CompanyBroker
March 2001 - November 2001 · 8 mos
U.S. Bancorp Piper Jaffray INC.Broker
November 2000 - December 2000 · 1 mo
State Registrations3 states
CAKSMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.