Sarah Elizabeth Kordon

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

• 05/2011 → 07/2018
  Valic Financial Advisors, Inc.
  Eugene, OR
• 07/2018 → 03/2025
  Merriman Wealth Management
  Eugene, OR
• 02/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2018-07-30 → 2025-03-27
  Merriman
  Eugene, OR
  Seattle, WA
• 2011-09-12 → 2018-07-13
  Valic Financial Advisors, Inc.
  Eugene, OR
• 2009-07-23 → 2009-08-31
  First Allied Securities, Inc.
  Portland, OR
• 2007-11-05 → 2008-09-18
  The Commerce Company
  Portland, OR
• 2003-01-30 → 2005-07-19
  1St Global Advisors Inc
  Eugene, OR

Exams

• S66 Uniform Combined State Law Examination
  2002-10-16

Designations

• Certified Financial Planner

Other Names

• Sarah Elizabeth Connors Harris
• Sarah Elizabeth Connors-Harris
• Sarah Elizabeth Connors Harris