Advisor at Focus Partners Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Focus Partners Wealth, LLC
Location
Wahoo, NE
Credentials
Series 63, Series 66
Industry experience
18 years
Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated
Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately
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
Focus Partners Wealth, LLC
2025 - Present (1 year)
Churchill Management Group
2018 - Present (8 years)
Tdameritrade Inc
2008 - 2018 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Series 66
Wahoo, NE
Edward Jones
Series 63, Series 65
Valley, NE
Cherry Creek Financial Advisors, Inc.
Series 63, Series 65
Valley, NE
Cherry Creek Financial Advisors, Inc.
Series 65
Wahoo, NE
Thrivent Advisor Network, LLC
CFP®, ChFC®, Series 66
Wahoo, NE
Thrivent Advisor Network, LLC
Series 63, Series 66
Ashland, NE
Principal Financial Services
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