Saint Louis, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$34,562,992,032
ClientsTotal clients
33,235
AdvisorsAdvisors at this office
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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