Paul Underdahl
Advisor at Focus Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Paul Underdahl is a financial advisor with Focus Financial who holds a Series 66 designation and has 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Focus Financial Network, Inc. and OSAIC in 2017. Outside of advising, he serves as a trustee of the James & Mary Underdahl Trust. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of investment management and financial planning services tailored to individual investor profiles.
Client services
Based on Focus Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fees for financial planning services up to $5,000
$0 - $499,999: 1.00% annually $500,000 - $999,999: 0.75% annually $1,000,000+: 0.50% annually
Available through Osaic Wealth; commissions and 12b-1 trails apply for securities transactions and insurance products
Up to $500 per hour for recommendation and financial planning services
Minimum fee: Financial planning fixed fees up to $5,000; Annual consulting fees up to $20,000 annually Fee-only: Financial planning and consulting fees can be fixed fees up to $5,000, hourly fees up to $500/hour, annual fees up to $20,000 annually
Location
Forest Lake, MN
Most active in
Paul U has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Focus Financial Network, Inc.
2017 - Present (9 years)
OSAIC
2017 - Present (9 years)
Ameriprise Financial Services, Inc.
2002 - 2017 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Carter M
CFP®, Series 66
Blaine, MN
Illumifi Wealth
David J
CFP®, Series 63, Series 65
Spring Lake Park, MN
Right Path Financial LLC
Thomas H
Series 63, Series 65
Forest Lake, MN
Wealth Transitions
Thomas O
Series 63, Series 65, Series 66
Blaine, MN
Aquinas Capital Advisors LLC
Steven D
CFP®, CFA®, Series 66
Ham Lake, MN
Drost Financial
Patrick S
Series 65
Blaine, MN
Triton Investments, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")