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Charles David Hynes

2 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

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Location

1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413

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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

Charles works as a Registered Assistant at Focus Financial Network Inc, dedicating full-time hours to this role. He also holds an insurance license, but is not currently appointed with any insurance companies and spends minimal time on it.

Employment History
Current Registrations
Focus Financial
October 2023 - Present · 2 yrs 4 mos
Osaic Wealth, INC.Broker
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles David Hynes - Financial Advisor | TrueAdvisor