Drew William Bergstrom
Investment adviser representative at Focus Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.8BFirm assets
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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
12 years in the industry.
- Osaic Wealth, Inc.Jun 2023 to now
- Focus FinancialNov 2021 to now
- Royal Alliance Associates, Inc.Mar 2022 to Jun 2023
- UnemployedOct 2021 to Nov 2021
- Addco and Actus ManufacturingJul 2018 to Nov 2019
- Polaris Industries IncorperatedJan 2018 to Nov 2021
- University of Minnesota DuluthJun 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 6661890
- Firm CRD
- 116140