Fort Collins, CO Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

2

Of 1,035 advisors across 255 offices

Location

2133 S Timberline Road, #120

Fort Collins CO 80525

Advisors at this office

2

Advisors at this office

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Wayne J

Series 63, Series 65

Fort Collins, CO

Focus Partners Wealth, LLC

Wayne Jamerson is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IFAM Capital, Kovitz Investment Group Partners, and Focus Partners Wealth. Outside of advising, he is a 25% owner and partner in a commercial property LLC based in Fort Collins, CO. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and manages portfolios across a wide range of strategies, including private credit, private equity, and real estate interval funds.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Brian S

Series 63, Series 65

Fort Collins, CO

Focus Partners Wealth, LLC

Brian Sullivan is a financial advisor at NorthCoast Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, IFAM Capital, and PURSHE KAPLAN STERLING INVESTMENTS. Sullivan is also involved in fixed insurance sales as an agent for PKS Financial Services. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through a wide range of strategies and acting as a fiduciary for ERISA and IRA accounts.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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