CE
CE

Caitlin Edwards

1 Year 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

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Location

1000 Shelard Parkway #300, Minneapolis, MN, 55426

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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.

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Other Business Activities

Caitlin works full-time as a sales assistant/employee for Focus Financial Network, Inc., assisting with client relationships and daily tasks. She also serves as an audit committee member for Mount Olivet Lutheran Church, dedicating minimal time to reviewing financials and discussing with auditors.

Employment History
Current Registrations
Focus Financial
January 2025 - Present · 1 yr 1 mo
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
State Registrations2 states
COMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Caitlin Edwards - Financial Advisor | TrueAdvisor