Jason A. Kuerschner
FOCUS FINANCIAL
Glencoe, MN
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CRD#: 6947858
Professional summary
Jason Anthony Kuerschner is a registered financial advisor currently at FOCUS FINANCIAL located in Glencoe, Minnesota and OSAIC WEALTH, INC. located in Glencoe, Minnesota.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Type of business: Officiating High School Sports Glencoe, MN; Investment Related: No; High School Football, Officiating Head Referee; Start date: 9/3/2021, Owner; Hours per week: 5, Hours during trading: 0; Officiate football at the high school and lower levels (2) Type of business: Cologne Baseball Association Cologne, MN; Investment Related: No; Oversee Baseball in Cologne MN, President; Start date: 2/20/2019; Hours per week: 5, Hours during trading: 0; This organization oversees the baseball operations for the city of Cologne MN (3) Type of business: Minnesota Baseball Association Olivia, MN; Investment Related: No; Oversees amateur baseball in Minnesota Secretary, Director; Start date: 7/20/2020; Hours per week: 5, Hours during trading: 0; Oversee amateur baseball in Minnesota and the annual state tournament in August of every year. (4) Type of business: Waconia Boys Lacrosse Booster Club Waconia, MN; Investment Related: No; Booster club for the Boys High School Lacrosse Team, President / Board Member; Start date: 2/20/2024; Hours per week: 5, Hours during trading: 0; Oversee and help with the high school lacrosse program in Waconia (5) GLENCOE FOOTBALL OFFICIALS; START DATE: 08/15/2010; POSITION: Official (Referee); NATURE: Sole Proprietorship; ADDRESS: 345 Scout Hill Dr, Glencoe MN 55336; INVESTMENT RELATED: No; NUMBER OF HOURS: 24, SECURITIES TRADING HOURS: 0; DESCRIPTION: Officiate football games (6) Focus Financial 345 Scout Hill Dr, Glencoe MN 55336; RIA; Financial Advisor; Investment Related: Yes; 9/17/2025; 160 hours; 130 hours during trading; Meet with Clients to discuss Financial Needs, goals and objectives. Conduct annual reviews (7) Insurance Sales - Agent; 345 Scout Hill Dr, Glencoe MN 55336; Start Date: 9/17/2025; 10 hours; 10 hours during trading hours; Sales and service of life insurance and long term care (8) Osaic Wealth Inc, Glencoe MN 55336; Start Date: 9/17/2025; Financial Advisor; Investment Related: Yes; Meet with Clients to discuss Financial Needs, goals and objectives (9) FOCUS FINANCIAL NETWORK INC POSITION: Financial Adviser NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/17/2025 ADDRESS: 345 Scout Hill Dr, Glencoe MN 55336, United States DESCRIPTION: Meet with Clients to allocate Portfolios Diversify portfolios Cultivate prospects into clients (10) FOCUS FINANCIAL NETWORK INC POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/17/2025 ADDRESS: 345 Scout Hill Dr, Glencoe MN 55336, United States DESCRIPTION: Sales and service of Life Insurance and Long Term Care Insurance (11) COLOGNE BASEBALL ASSOCIATION POSITION: President NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2019 ADDRESS: 212 Playhouse St, Cologne MN 55322, United States DESCRIPTION: Assist with the concession stand and other activities to support the club. My Duties in the Concession stand include cooking the food (Hambugers, Cheese Curds and French Fries). I am not involved of the money exchanging from purchasers to the cash box.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Anthony Kuerschner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 23, 2025 - Present
FOCUS FINANCIAL
RIA
CRD#: 116140
Glencoe, MN
Current
September 17, 2025 - Present
OSAIC WEALTH, INC.
RIA
BD
CRD#: 23131
GLENCOE, MN
Past
July 13, 2018 - July 30, 2025
EDWARD JONES
RIA
CRD#: 250
NORWOOD YOUNG AMERIC, MN
Past
June 21, 2018 - July 30, 2025
EDWARD JONES
BD
CRD#: 250
NORWOOD YOUNG AMERIC, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FOCUS FINANCIAL
AFC FINANCIAL ADVISORY GROUP | MOSER & HEIER FINANCIAL SOLUTIONS | MERTZ WEALTH STRATEGIES | KMF ADVISORS | FOCUS FINANCIAL NETWORK, INC. | FOCUS FINANCIAL | FDI INCORPORATED/FINANCIAL DESIGNS | BROOKLANDS
CRD#: 116140 / SEC#: 801-71117
RIA
Registered Investment Advisory firm - (3/2/2010 Approved)Arizona
Registered Investment Advisory firm - (3/5/2010 Terminated)California
Registered Investment Advisory firm - (3/8/2010 Terminated)Colorado
Registered Investment Advisory firm - (3/12/2010 Terminated)Florida
Registered Investment Advisory firm - (3/5/2010 Terminated)Georgia
Registered Investment Advisory firm - (3/5/2010 Terminated)Illinois
Registered Investment Advisory firm - (3/2/2010 Terminated)Indiana
Registered Investment Advisory firm - (3/9/2010 Terminated)Iowa
Registered Investment Advisory firm - (3/5/2010 Terminated)Massachusetts
Registered Investment Advisory firm - (3/24/2010 Terminated)Minnesota
Registered Investment Advisory firm - (3/8/2010 Terminated)Missouri
Registered Investment Advisory firm - (3/5/2010 Terminated)Nebraska
Registered Investment Advisory firm - (3/12/2010 Terminated)New Jersey
Registered Investment Advisory firm - (3/5/2010 Terminated)New York
Registered Investment Advisory firm - (3/5/2010 Terminated)North Carolina
Registered Investment Advisory firm - (3/5/2010 Terminated)North Dakota
Registered Investment Advisory firm - (3/5/2010 Terminated)Ohio
Registered Investment Advisory firm - (3/5/2010 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2010 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/31/2010 Terminated)South Dakota
Registered Investment Advisory firm - (3/5/2010 Terminated)Texas
Registered Investment Advisory firm - (3/5/2010 Terminated)Washington
Registered Investment Advisory firm - (3/5/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (3/5/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/17/2025)
RR
Minnesota(9/17/2025)
IAR
Minnesota(9/23/2025)
RR
Missouri(9/17/2025)
RR
Wisconsin(9/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FOCUS FINANCIAL
AFC FINANCIAL ADVISORY GROUP | MOSER & HEIER FINANCIAL SOLUTIONS | MERTZ WEALTH STRATEGIES | KMF ADVISORS | FOCUS FINANCIAL NETWORK, INC. | FOCUS FINANCIAL | FDI INCORPORATED/FINANCIAL DESIGNS | BROOKLANDS
CRD#: 116140 / SEC#: 801-71117
RIA
Registered Investment Advisory firm - (3/2/2010 Approved)Arizona
Registered Investment Advisory firm - (3/5/2010 Terminated)California
Registered Investment Advisory firm - (3/8/2010 Terminated)Colorado
Registered Investment Advisory firm - (3/12/2010 Terminated)Florida
Registered Investment Advisory firm - (3/5/2010 Terminated)Georgia
Registered Investment Advisory firm - (3/5/2010 Terminated)Illinois
Registered Investment Advisory firm - (3/2/2010 Terminated)Indiana
Registered Investment Advisory firm - (3/9/2010 Terminated)Iowa
Registered Investment Advisory firm - (3/5/2010 Terminated)Massachusetts
Registered Investment Advisory firm - (3/24/2010 Terminated)Minnesota
Registered Investment Advisory firm - (3/8/2010 Terminated)Missouri
Registered Investment Advisory firm - (3/5/2010 Terminated)Nebraska
Registered Investment Advisory firm - (3/12/2010 Terminated)New Jersey
Registered Investment Advisory firm - (3/5/2010 Terminated)New York
Registered Investment Advisory firm - (3/5/2010 Terminated)North Carolina
Registered Investment Advisory firm - (3/5/2010 Terminated)North Dakota
Registered Investment Advisory firm - (3/5/2010 Terminated)Ohio
Registered Investment Advisory firm - (3/5/2010 Terminated)Oregon
Registered Investment Advisory firm - (3/5/2010 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/31/2010 Terminated)South Dakota
Registered Investment Advisory firm - (3/5/2010 Terminated)Texas
Registered Investment Advisory firm - (3/5/2010 Terminated)Washington
Registered Investment Advisory firm - (3/5/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (3/5/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413
Mailing Address
Phone number
(651) 631-8166
Established
Firm type
Fiscal year end
# of Employees
172
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 26,057 |
| AUM (Assets Under Management) | $ 6,262,663,508 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/16/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
