Best Investors Account Sign in
Inactive

Daniel John Rush

Focus Partners Wealth, LLC

Clayton, MO

St. Louis, MO

Focus Advisor Solutions, LLC

St. Louis, MO

CRD 3049731

Claim This Profile
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 2024-07-25
  • MO RA
    APPROVED
    Since 2024-07-25

Branch Locations

8182 Maryland Avenue Ste 500, Clayton, MO 63105 • United States

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

Focus Advisor Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2007-07-27
  • MO RA
    APPROVED
    Since 2007-07-27

Branch Locations

190 Carondelet Plaza Suite 600, St. Louis, 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 Strategic Wealth, Llc Clayton MO 05/2007 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 05/2007 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2007-07-27 → 2024-06-28
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-05
S63 Uniform Securities Agent State Law Examination 1999-10-15
  • S65 Uniform Investment Adviser Law Examination
    2007-07-05
  • S63 Uniform Securities Agent State Law Examination
    1999-10-15

View on SEC IAPD

Nearby Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC

Nearby Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz

Nearby Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO

More in Clayton, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor