RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
3yrs
Anna Hupert
Financial advisor at Focus Financial
Anna Hupert is a fiduciary financial advisor in Minneapolis, Minnesota, with 3 years in the industry. Anna joined Focus Financial in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Focus Financial reports being 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
Experience3 years (since 2024)
How that compares ?3 years in the industry
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowFocus FinancialCurrent firm
Contact Anna
(651) 631-8166Focus Financial main office 1300 Godward Street NE Suite 5500Minneapolis, MN 55413Office · Get directions Firm websitewww.focusfinancial.com
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Anna
How do I contact Anna?
Call Focus Financial at (651) 631-8166 and ask for Anna Hupert. Anna works from the Minneapolis, MN office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Focus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Anna 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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