Karissa
Mclaren
Focus Financial
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About this Advisor
Karissa Mclaren is a financial advisor based in Minneapolis, Minnesota, working with Focus Financial. Karissa has previously held positions at Lincoln County Middle School, Lincoln County High School, 21St Century, Western Kentucky University, Journeys, Old Spaghetti Factory, Cracker Barrel, Vincent Group, Office Of The Comptroller Of The Currency, Buffalo Wild Wings, Liberty First Credit Union, Watering Hole, Houchens Insurance Group, Us Soccer Referee Association, Focus Financial Network Inc, and Osaic Wealth Inc. Karissa has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Karissa is part of Focus Financial, which operates out of Minneapolis, Minnesota. The firm has 40 offices and 172 employees. Focus Financial manages assets totaling $6.3 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Focus Financial includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focus Financial Brokerage Details
$6,262,663,508
172
26,057
$240,345
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Karissa Mclaren Work History
Focus Financial Network Inc
Osaic Wealth Inc
Liberty First Credit Union
Watering Hole
Houchens Insurance Group
Us Soccer Referee Association
Vincent Group
Office Of The Comptroller Of The Currency
Buffalo Wild Wings
Journeys
Old Spaghetti Factory
Western Kentucky University
Cracker Barrel
Western Kentucky University
21St Century
Lincoln County High School
Lincoln County Middle School
Disclosures
Please visit the SEC profile of Karissa Mclaren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Focus Financial
Alexandria, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Winona, MN
Saint Charles, MN
Minneapolis, MN
Wausau, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
