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Audrey Heitkamp

Focus Financial
4 Years of Experience
Bloomington, MN
BrokerSells Insurance
View SEC Summary
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Audrey Heitkamp is a registered investment advisor at Focus Financial, based in Bloomington, MN, with 4 years of industry experience. Audrey 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

1650 W 82nd Street, Suite 125, Bloomington, MN, 55431

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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 ActivitiesSells Insurance

Audrey works full-time as a financial advisor for Focus Financial Network, providing financial planning services and trading on behalf of clients. She also works a few hours per week as an agent for Focus Financial, addressing life insurance needs for her clients, and spends minimal time as a notary.

Employment History
Current Registrations
Focus Financial
January 2022 - Present · 4 yrs 9 mos
Osaic Wealth, INC.Broker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Royal Alliance Associates, INC.
January 2022 - January 2022 · 0 mos
State Registrations2 states
MNTX
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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