Advisor at Focus Financial
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Firm
Focus Financial
Location
North Branch, MN 55056-7068
Credentials
Series 63, Series 66
Industry experience
34 years
Richard Mellinger is a financial advisor with Focus Financial Network, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been associated with Focus Financial since 1997 and also works with OSAIC. Outside of advisory services, he is involved in the sale of fixed insurance products. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients with a range of managed accounts, retirement plan consulting, and financial planning services.
Based on Focus Financial
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
6448 Main Street
North Branch, MN 55056-7068
Minnesota
Focus Financial Network,Inc.
2007 - Present (19 years)
Focus Financial Network, Inc.
1997 - Present (29 years)
OSAIC
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63
North Branch, MN
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