RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
30yrs
Walter Fleak is a fiduciary financial advisor in Minneapolis, Minnesota, with 30 years in the industry. Walter joined Focus Financial in 2021, after less than a year at Transamerica Financial Advisors. Focus Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 12% by experience in Minneapolis
Office1300 Godward Street NE Suite 5500, Minneapolis, MN 55413
FirmFocus Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$494,176
Advisors at the firm114
States licensed ?1 state
Services through Focus Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowFocus FinancialCurrent firm
- May 2007 – Jul 2007Transamerica Financial Advisors, LLCPreviously
Contact Walter
(651) 631-8166Focus Financial main office 1300 Godward Street NE Suite 5500Minneapolis, MN 55413Office · Get directions Firm websiteHTTP://WWW.FOCUSFINANCIAL.COM
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Questions to ask Walter
Tailored to Walter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Walter
How do I contact Walter?
Call Focus Financial at (651) 631-8166 and ask for Walter Fleak. Walter works from the Minneapolis, MN office.
How long has Walter been a financial advisor?
Walter has been in the industry since 1996, about 30 years. Top 12% by experience in Minneapolis.
What licenses does Walter hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Walter a fiduciary?
Walter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Walter paid?
Focus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Walter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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