Caitlin Edwards
Investment adviser representative at Focus Financial
11 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
11 years in the industry.
- Osaic Wealth IncJul 2024 to now
- Focus FinancialApr 2024 to now
- Creative Financial StaffingOct 2024 to Dec 2024
- UnemployedMar 2024 to Apr 2024
- Scott's Liquid Gold-inc.Aug 2021 to Mar 2024
- UnemployedJul 2021 to Aug 2021
- Omnitrax, IncFeb 2020 to Jul 2021
- UnemployedDec 2019 to Feb 2020
- The Siegfried GroupJul 2018 to Dec 2019
- Kpmg, LLPAug 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 5671941
- Firm CRD
- 116140