Kelly Jeanne Hokanson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 06/2020
  The Planned Approach, Inc. (166638)
  Kansas City, MO
• 06/2020 → 11/2021
  The Planned Approach, Inc.(309276)
  Kansas City, MO
• 10/2002 → 11/2021
  The Planned Approach, Inc.
  Kansas City, MO
• 11/2021 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 11/2022 → 06/2024
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-12-01 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Kansas City, MO
• 2020-06-24 → 2021-11-30
  The Planned Approach
  Kansas City, MO
• 2013-04-30 → 2020-06-29
  The Planned Approach
  Kansas City, MO
• 2001-06-29 → 2013-04-12
  Sunset Financial Services, Inc.
  Prairie Village, KS
  Prairie Village, KS

Other Businesses

MEMBER OF KELANIE, LLC REAL ESTATE CO., STILLWELL MANAGEMENT LLC, SILENT PARTNER, LEAWOOD,KS,REAL ESTATE NOT CURRENTLY RECEIVING INCOME - WOULD BE RENTAL INCOME; 10/20/2021: STELLYS INC.- NON INESTMENT RELATED- TITLE: MEMBER; ADDRESS 420 W 98TH STREET KANSAS CITY, MO 64114 1% OF TIME SPENT DURING THE MONTH OUTSIDE OF TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-02
• S63 Uniform Securities Agent State Law Examination
  2000-08-03

Designations

• Certified Financial Planner

Other Names

• Kelly Jeanne Voitenko
• Kelly Jeanne Voitenko