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Lori Beth Lustberg

Focus Partners Wealth, LLC

South Burlington, VT

CRD 1778220

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Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-10-29
  • VT RA
    APPROVED
    Since 2025-10-29

Branch Locations

South Burlington, VT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathway Financial Advisors, Llc South Burlington VT 03/2019 03/2023
Lori Lustberg, Esq. Llc South Burlington VT 02/2013 02/2019
Gallagher, Flynn Financial Advisors South Burlington VT 07/2017 02/2019
Third Eye Associates, Ltd. Red Hook NY 04/2023 03/2024
Lori Lustberg Llc South Burlington VT 04/2024 02/2025
Focus Partners Wealth, Llc Boston MA 02/2025 08/2025
Focus Partners Wealth, Llc Boston MA 09/2025 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Lori B Lustberg

View on SEC IAPD

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