Eric Jason Kohlmeister

Employer firm

Focus Advisor Solutions, LLC CRD 143319

$41.5B regulatory AUM 1,716 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 04/2017
  Lpl Financial, Llc
  San Diego, CA
• 06/2015 → 04/2017
  The Financial Services Network
  San Mateo, CA
• 08/2015 → 04/2017
  Giordano Wealth Management
  San Mateo, CA
• 07/2016 → 04/2017
  Strategic Wealth Advisors Group, Llc
  San Mateo, CA
• 10/2018 → 09/2020
  Foreside Financial Services, Llc
  San Jose, CA
• 12/2018 → Present
  Buckingham Strategic Partners
  Clayton, MO
• 04/2017 → 11/2018
  Loring Ward Holdings, Inc
  San Jose, CA

Previous Registrations

• 2017-04-26 → 2018-12-13
  Lwi Financial Inc.
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-08-13
• S63 Uniform Securities Agent State Law Examination
  2004-02-20

Other Names

• Eric Kohlmeister
• Eric Jason Kohlmeister
• Eric J Kohlmeister