Anna Hupert
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 WealthSep 2023 to now
- Focus FinancialAug 2022 to now
- UnemployedJul 2022 to Aug 2022
- Land O'lakesMay 2021 to Jul 2022
- Community Reinvestment FundSep 2020 to Jan 2021
- Victoriano'sMay 2020 to Sep 2020
- YmcaJun 2019 to Aug 2019
- Bethel UniversityAug 2018 to May 2021
- Nelson's Ice CreamAug 2015 to Aug 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
- 7614872
- Firm CRD
- 116140