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David Christopher Ressner

Focus Partners Wealth, LLC

St. Louis, MO

Clayton, MO

CRD 4433797

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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
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

190 Carondelet Plaza Suite 600, Clayton, MO 63105 • 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
Buckingham Asset Management, Llc Clayton MO 02/2007 07/2024
The Colony Group, Llc Boston MA 07/2024 01/2025
Focus Partners Wealth, Llc Boston MA 01/2025 Present
  • 02/2007 → 07/2024
    Buckingham Asset Management, Llc
    Clayton, MO
  • 07/2024 → 01/2025
    The Colony Group, Llc
    Boston, MA
  • 01/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2007-03-19 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2004-01-22 → 2007-03-20
    Buckingham Asset Management Inc
    St. Louis, MO
  • 2002-07-08 → 2003-12-16
    Ressner Financial Planning Llc
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-03
  • S66 Uniform Combined State Law Examination
    2001-10-03

View on SEC IAPD

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