Focus Partners Advisor Solutions, LLC logo

Focus Partners Advisor Solutions, LLC

Updated today

Client assets under management

$30,649,800,514

Clients

32,796

26% high-net-worth

Advisors

43

of 309 employees

Firm type

Enterprise

300-3,000 advisors or >$30B in AUM

Clients per advisor

763

Very High

Average account size

$934,559

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Turnkey asset management provider

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Main office location

Focus Partners Advisor Solutions, LLC

190 Carondelet Plaza, Suite 600

St. Louis MO 63105, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

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

Business activities & affiliations

Advisors at this firm

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Constanza J

Series 63, Series 65

Maitland, FL

Focus Partners Advisor Solutions, LLC

Constanza Jelambi Illanes is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 designations and seven years of industry experience. Her prior roles include positions at Stifel, Buckingham Strategic Wealth, Multi-Bank Securities, and Wells Fargo Clearing Services. She has also been involved with organizations such as the YMCA Mid County and Lindenwood University. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, providing financial advisory services that emphasize comprehensive client solutions.

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Mark S

Series 63, Series 65

St. Louis, MO

Focus Partners Advisor Solutions, LLC

Mark Sheridan is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at Buckingham Strategic Partners, MassMutual, Wells Fargo Clearing Services, LPL Financial, and Northwestern Mutual. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, offering wealth management and financial planning services.

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Blerina H

Series 63, Series 65

Largo, FL

Focus Partners Advisor Solutions, LLC

Blerina Hysi is a financial advisor at Focus Partners Advisor Solutions, LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors.

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David H

CFP®, Series 66

Santa Clara, CA

Focus Partners Advisor Solutions, LLC

David Hanna is a CFP® and Series 66-licensed advisor with nine years of industry experience. He is currently with Focus Partners Advisor Solutions, LLC and has previously worked at Buckingham Strategic Partners, Foreside Financial Services, LLC, and Loring Ward. Outside of his advisory work, he serves as Treasurer and CFO of the Assyrian American Association of San Jose, managing expenses and budgeting for the cultural organization. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides investment advisory services.

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Angela S

CFP®, Series 63

Seattle, WA

Focus Partners Advisor Solutions, LLC

Angela Stover is a CFP® with 24 years of industry experience, currently serving at Focus Partners Advisor Solutions, LLC. She has held prior roles at Buckingham Strategic Partners and Loring Ward Financial Inc., among others. Angela is based in Seattle, WA. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, providing comprehensive advisory services.

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Christopher H

Series 65

St. Louis, MO

Focus Partners Advisor Solutions, LLC

Christopher Hadeler is a financial advisor with Focus Partners Advisor Solutions, LLC and holds a Series 65 designation. He has one year of industry experience and has worked at Buckingham Strategic Partners, LLC since 2014. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors.

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Seng S

Series 66

Visalia, CA

Focus Partners Advisor Solutions, LLC

Seng Saechao is a financial advisor with Focus Partners Advisor Solutions, LLC and holds a Series 66 designation. He has 18 years of industry experience and has previously worked with firms including Buckingham Strategic Partners, LLC, Foreside Financial Services, LLC, and Loring Ward Securities Inc. Focus Partners Advisor Solutions, LLC operates as an enterprise with 43 advisors, providing advisory services within a collaborative firm structure.

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Matthew M

Series 63, Series 65, Series 66

Phoenix, AZ

Focus Partners Advisor Solutions, LLC

Matthew Miller is a financial advisor with Focus Partners Advisor Solutions, LLC in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked at multiple firms including Versant Capital Management and Continuum Capital Management. In addition to advising, he serves as a Regional Director managing a sales team that supports other advisors. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors, providing wealth management services and supporting financial professionals through a collaborative approach.

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Michael O

CFP®, Series 63

Lookout Mountain, TN

Focus Partners Advisor Solutions, LLC

Michael Ozburn is a CFP® professional with 27 years of industry experience, currently serving at Focus Partners Advisor Solutions, LLC since 2018. He previously worked at Loring Ward from 2014 to 2018. Based in Lookout Mountain, TN, Ozburn holds a Series 63 designation and is also a registered representative with Foreside Financial Services, LLC. Focus Partners Advisor Solutions, LLC is an enterprise-level firm with 43 advisors, providing business and investment solutions to Buckingham advisors.

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Sean B

Series 63, Series 65

Bloomingdale, IL

Focus Partners Advisor Solutions, LLC

Sean Brooks is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at several firms including Loring Ward Financial Inc and Assetmark Brokerage, LLC. Brooks manages financial advisor relationships in the Great Lakes region. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides investment advisory services.

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Thuy T

Series 66

San Jose, CA

Focus Partners Advisor Solutions, LLC

Thuy Tran is a financial advisor at Focus Partners Advisor Solutions, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked at Buckingham Strategic Partners since 2018. Her prior experience includes roles at Foreside Financial Services, LLC, Loring Ward Securities Inc., and Lwi Financial Inc. Focus Partners Advisor Solutions, LLC is an enterprise firm comprised of 43 advisors.

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Andrew F

CFP®, Series 63, Series 66

St. Louis, MO

Focus Partners Advisor Solutions, LLC

Andrew Fenton is a CFP® with 13 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. He is based in St. Louis, MO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, private funds, and ETFs.

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Carter S

Series 63, Series 65

St. Louis, MO

Focus Partners Advisor Solutions, LLC

Carter Schmid is a financial advisor with Focus Partners Advisor Solutions, LLC in St. Louis, MO, holding Series 63 and Series 65 designations and having 10 years of industry experience. His career includes roles at Foreside Financial Services, Buckingham Strategic Wealth, Clayton Financial Group, PJ Robb Variable Corp, and Time Financial. He also serves as a regional director and advisor consultant/coach for smaller firms in the Southeast region. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides consulting and support services tailored to independent investment advisory firms.

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Sheldon M

Series 63, Series 65

San Jose, CA

Focus Partners Advisor Solutions, LLC

Sheldon Mcfarland is a financial advisor with Focus Partners Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Lwi Financial Inc. and Loring Ward Securities Inc. from 2006 to 2018. He also serves as Vice President of Portfolio Strategy and Research at Focus Partners Advisor Solutions. Focus Partners Advisor Solutions, LLC is an enterprise firm with 43 advisors that provides investment advisory services.

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Jeffery Y

CFP®, Series 65

St. Louis, MO

Focus Partners Advisor Solutions, LLC

Jeffery Yorg is a CFP® and holds a Series 65 license with 11 years of industry experience. He currently works at Focus Partners Advisor Solutions, LLC and has prior experience with The Colony Group, LLC, Buckingham Strategic Partners, and Gurtin Fixed Income Management, LLC. Outside of advising, he serves as an adjunct professor teaching public finance at the University of Texas - Austin and is an alderman for the City of Clayton, Missouri. Focus Partners Advisor Solutions, LLC is an enterprise-level firm with 43 advisors, providing financial services to a diverse client base.

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