Cheryl Ann Furlong

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

• 02/2000 → 02/2018
  Wealthquest Financial Services, Llc
  Norfolk, VA
• 03/2018 → 06/2024
  Buckingham Asset Management, Llc.
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth
  Clayton, MO

Previous Registrations

• 2018-04-19 → 2024-07-11
  Buckingham Strategic Wealth, Llc
  Norfolk, VA
  St Louis, MO
• 2000-10-19 → 2018-04-19
  Wealthquest Financial Services, Llc
  Norfolk, VA

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Cheryl Ann Furlong
• Cheryl Ann Furlong Gross