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Patrick Kuster

Advisor at Focus Partners Wealth, LLC

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Focus Partners Wealth, LLC logo

Firm

Focus Partners Wealth, LLC

Location

St. Louis, MO 63105

Credentials

CFP®, Series 63, Series 65

Industry experience

13 years

About

Patrick Kuster is a CFP® with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Blueprint Wealth Alliance, Voya Financial Advisors, and Zenith Marketing Group. Outside of his advisory work, he is involved with Fully Vested Advice, Inc., where he engages in research, writing, speaking, and consulting on financial, tax, and estate planning education for advisors and other professionals. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of services including portfolio management, financial counseling, and fiduciary consulting.

Client services

Based on Focus Partners Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions.

Expertise

Based on Focus Partners Wealth, LLC

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies

Occupation focus

Based on Focus Partners Wealth, LLC

Dentist Executive

Fee options

Fixed
Percentage

Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated

Project-based
Performance-based

Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately

Other

Account minimum: $5,000 Minimum fee: Typically a minimum fee of $5,000 for investment management services Fee-only: Fees based on a percentage of assets under management, generally negotiated; includes fees for financial counseling and other advisory services separate from commissions

Location

190 Carondelet Plaza, Suite 600

St. Louis, MO 63105

Most active in

Missouri · New Jersey · New York

Work history

The Colony Group, LLC

2024 - Present (2 years)

Buckingham Strategic Wealth, Llc

2020 - Present (6 years)

Blueprint Wealth Alliance

2017 - 2020 (3 years)

Voya Financial Advisors, inc.

2015 - 2016 (1 year)

Zenith Marketing Group

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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