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Michael John Poor

Investment adviser representative at Focus Financial
27 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

27 years in the industry.

  1. Focus FinancialDec 2013 to now
  2. Focus Financial Network, Inc.Oct 1999 to now
  3. Osaic Wealth, Inc.Oct 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (MN).

Focus Financial

Legal name: Focus Financial Network, Inc.

$6.8BAssets managed
13,684Clients
121Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2212909
Firm CRD
116140
Advisor's SEC record (opens in a new tab)
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