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Saint Louis, MO Office

Team
Updated today

Client AUM

$34,562,992,032

Clients

33,235

Advisors

18

Of 43 advisors across 23 offices

Location

190 Carondelet Plaza, Suite 600

Saint Louis MO 63105

Advisors at this office

18

Advisors at this office

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Christopher H

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Christopher Hadeler is a Series 65-registered advisor with Focus Advisor Solutions, LLC in St. Louis, MO, and has one year of industry experience. He has worked at Buckingham Strategic Partners, LLC since 2014. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios and also provides discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Andrew F

CFP®, Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Andrew Fenton is a CFP® professional with 13 years of industry experience, currently affiliated with Focus Advisor Solutions, LLC. His prior roles include positions at Buckingham Strategic Wealth, The Leaders Group, First Element Insurance Planners, and Edward Jones. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and delivers discretionary fixed-income management and fiduciary services for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Carter S

Series 65, Series 63

St. Louis, MO

Focus Advisor Solutions, LLC

Carter Schmid is a financial advisor at Focus Advisor Solutions, LLC with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Buckingham Strategic Wealth, Clayton Financial Group, and Foreside Financial Services. Schmid also serves as a Regional Director and Advisor Consultant/Coach for smaller firms in the Southeast Region through Focus Partners Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jeffery Y

CFP®, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Jeffery Yorg is a CFP® and holds a Series 65 license, with 11 years of industry experience. He is currently affiliated with Focus Advisor Solutions, LLC and has prior experience at The Colony Group, LLC, Buckingham Strategic Partners, and Gurtin Fixed Income Management, LLC. He serves as an adjunct professor teaching public finance at the University of Texas at Austin and is an alderman for the City of Clayton, Missouri. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Alexa K

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Alexa Koziol is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Correct Capital Wealth Management, Clayton Financial Group, and Morningstar Investment Services. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors and their clients, offering model portfolios, operational support, and discretionary fixed-income management. The firm serves a relatively small advisor base with a high client and asset load per advisor and operates as an indirect subsidiary of Focus Financial Partners.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Jose C

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Jose Camarena is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, Charles Schwab & Co., Inc., TD Ameritrade, and the State of Illinois Department of Human Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Angela M

Series 65, Series 63

St. Louis, MO

Focus Advisor Solutions, LLC

Angela Muckler is a financial advisor at Focus Advisor Solutions, LLC in St. Louis, MO, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stifel and Foreside Financial Services. Muckler also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, assisting advisors with client case design and relationship building. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering diversified mutual fund and ETF model portfolios as well as discretionary fixed-income management. The firm serves a sizable client base with an enterprise-scale platform and delivers a combination of platform services and direct fund management.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Benjamin L

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Benjamin Lanning is a Series 65-licensed advisor with 18 years of industry experience, currently associated with Focus Advisor Solutions, LLC. He has worked at Buckingham Wealth Partners since 2007. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, supporting advisors with operational functions and a range of investment solutions.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Kristen D

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Kristen Donovan is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with Buckingham Strategic Partners, LLC since 2014. Donovan serves as an advisory board member for a retirement planning organization affiliated with Fidelity, participating in biannual industry events. Focus Advisor Solutions, LLC provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Daniel R

Series 63, Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Daniel Rush is a financial advisor at Focus Advisor Solutions, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Xuyi C

Series 63, Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Xuyi Chen is a financial advisor at Focus Advisor Solutions, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Colony Group, Buckingham Strategic Wealth, Charles Schwab, TD Ameritrade, and Scottrade. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, serving more than 33,000 clients through a team of approximately 43 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Leanne G

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Leanne Geer is a Series 66-registered financial advisor with six years of industry experience, currently with Focus Advisor Solutions, LLC. Her prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Waddell & Reed, Woodbury Financial Services, and Jones Investment Group. Outside of her advisory work, she serves as branch exchequer (treasurer) for the Society for Creative Anachronism. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and offers discretionary fixed-income management, retirement plan fiduciary services, and operational support to its advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Kevin C

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Kevin Carlton is a Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Buckingham Strategic Partners since 2013 and joined The Colony Group in 2024. He is currently affiliated with Focus Advisor Solutions, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and discretionary fixed-income management. The firm combines enterprise scale with a relatively small advisor base, managing approximately $41 billion in assets and serving over 33,000 clients through about 42 advisors.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Mark P

Series 66

St. Louis, MO

Focus Advisor Solutions, LLC

Mark Pitcher is a financial advisor at Focus Advisor Solutions, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Buckingham Strategic Partners, LLC and Buckingham Strategic Wealth, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors. The firm offers diversified, systematically invested mutual fund and ETF model portfolios constructed from providers such as Dimensional, Vanguard, and BlackRock, along with discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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Laura B

Series 65

St. Louis, MO

Focus Advisor Solutions, LLC

Laura Barr is a financial advisor at Focus Advisor Solutions, LLC with one year of industry experience. She holds a Series 65 credential and has worked at Buckingham Strategic Partner, LLC from 2022 to present, Freedom Path Investors from 2020 to 2021, and Made Homes from 2014 to 2021. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios and discretionary fixed-income management, serving approximately 42 advisors and over 33,000 clients with around $41 billion in regulatory assets under management and administration.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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