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Anna Arland

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

Anna works full-time as an Advisor Support Specialist and Financial Advisor for Focus Financial Network Inc., assisting advisors and clients with investment-related activities. She spends the majority of her time on securities trading.

Employment History
Current Registrations
Focus Financial
February 2024 - Present · 2 yrs
Osaic Wealth, INC.Broker
September 2023 - Present · 2 yrs 5 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.