Douglas Francis Clark

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

• 01/2016 → 12/2019
  Soltys & Clark, Cpa Llc
  Lee Summit, MO
• 07/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA
• 12/1998 → 06/2023
  Madison Wealth Advisors, Llc
  Lee Summit, MO

Previous Registrations

• 2023-07-28 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Lee'S Summit, MO
  St Louis, MO
• 1998-12-08 → 2023-07-28
  Madison Wealth Advisors, Llc
  Lee'S Summit, MO

Other Businesses

SCARBROUGH GROUP OF COMPANIES; NON-INVESTMENT RELATED; 7280 NW 87TH TERRACE, SUITE 300, KANSAS CITY, MO 64153; GLOBAL LOGISTICIS, BROKERADOMESTIC TRUCKING AND WAREHOUSING; BOARD MEMBER; FOUR HOURS PER MONTH; ZERO HOURS DURING SECURITIES TRADING HOURS; MR. CLARK ATTENDBOARD MEETINGS AND OTHER BOARD ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-23

Designations

• Personal Financial Specialist