FOCUS FINANCIAL

Perspective 6 Group is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation with more than $8.7 billion in total client assets under management.

Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. We’re consistently ranked by the Minneapolis St. Paul Business Journal as one of the metro area’s Top Asset Management Firms.

At Focus Financial, we support our advising professionals as they serve their clients’ needs. Our network consists of over 218 advising professionals and staff, many of whom have attained the CERTIFIED FINANCIAL PLANNER™ designation, with expertise in a variety of practice areas. Focus Financial has 41 branch offices across 6 states.

Focus Financial is proud to work with our broker/dealer, Osaic, to help provide comprehensive, ongoing advisor oversight. As well as Schwab, the leading custodian for independent firms providing open-architecture investment product offerings and solutions.

As of 1/28/25. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. Minneapolis St. Paul Business Journal ranks 45 to 50 Metro-area wealth
management firms by total assets managed. Current rank awarded 1/26/2024 which is good for the calendar year. Focus Financial pays to use the branded ranking for websites, social media and printed materials. Third party
rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of
performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.