Thelia Ann Wade

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

Authority	Category	Status	Date
CA	RA	APPROVED	2024-07-01
TX	RA	APPROVED_RES	2024-07-01

CA RA
APPROVED

Since 2024-07-01
TX RA
APPROVED_RES

Since 2024-07-01

Branch Locations

3550 Round Barn Blvd. Suite 212, Santa Rosa, CA 95403 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Buckingham Strategic Wealth, Llc	Santa Rosa	CA	10/2010	Present
Bam Risk Management, Llc	Clayton	MO	01/2012	12/2016
Bam Management Llc	Clayton	MO	01/2012	Present
The Colony Group, Llc	Boston	MA	07/2024	Present

10/2010 → Present

Buckingham Strategic Wealth, Llc

Santa Rosa, CA
01/2012 → 12/2016

Bam Risk Management, Llc

Clayton, MO
01/2012 → Present

Bam Management Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MA

Previous Registrations

2010-10-29 → 2024-11-14

Buckingham Strategic Wealth, Llc

St Louis, MO

Santa Rosa, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-11-12

S65 Uniform Investment Adviser Law Examination

2001-11-12

Designations

Personal Financial Specialist

Other Names

Thelia A. Eagan
Thelia A. Mitchel
Thelia Ann Eagan

View on SEC IAPD