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Chiara Ann Renninger

Focus Partners Wealth, LLC

Ocean City, NJ

Wyomissing, PA

St. Louis, MO

CRD 3114526

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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
NJ RA APPROVED 2025-08-06
PA RA APPROVED 2024-07-01
  • NJ RA
    APPROVED
    Since 2025-08-06
  • PA RA
    APPROVED
    Since 2024-07-01

Branch Locations

Ocean City, NJ • United States

1210 Broadasting Road Suite 101, Wyomissing, PA 19610 • United States

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 07/2016 07/2024
Bam Management, Llc Clayton MO 07/2016 07/2024
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
  • 07/2016 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2016 → 07/2024
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    Clayton, MO
Previous Registrations
  • 2016-07-19 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Wyomissing, PA
    St Louis, MO
  • 2004-05-20 → 2016-11-16
    Herbein Wealth Management, L.L.C.
    Wyomissing, PA
    Wyomissing, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-29
S63 Uniform Securities Agent State Law Examination 1998-09-30
  • S66 Uniform Combined State Law Examination
    2003-04-29
  • S63 Uniform Securities Agent State Law Examination
    1998-09-30
Designations
  • Certified Financial Planner
Other Names
  • Chiara Ann Sockel
  • Chiara Sockel Renninger

View on SEC IAPD

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