Kansas City, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$156,039,000,000
ClientsTotal clients
61,002
AdvisorsAdvisors at this office
2
Of 1,035 advisors across 255 offices
Location
420 West 98 Street
Kansas City MO 64114
Advisors at this office
2
Advisors at this office
Adam D
Series 65
Kansas City, MO
Focus Partners Wealth, LLC
Adam Dunavant is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC. Outside of finance, he has experience in the food industry with Bare Bones Smokin' BBQ and has been involved with the YMCA of Greater Kansas City. 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, combining active and passive strategies and offering a variety of proprietary and legacy investment programs.
Claire S
CFP®, Series 63
Kansas City, MO
Focus Partners Wealth, LLC
Claire Schulte is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked at Sharkey, Howes and Javer, Inc. from 2018 to 2024 and OppenheimerFunds from 2014 to 2018. 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 combines active and passive strategies across various investment vehicles.
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