Best Investors Account Sign in
Inactive

William David Van Keulen

Focus Partners Wealth, LLC

Colorado Springs, CO

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-04
  • CO RA
    APPROVED
    Since 2026-01-04

Branch Locations

9450 Federal Drive Suite 130, Colorado Springs, CO 80921 • 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
Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc Denver CO 04/2016 Present
Kovitz Investment Group Partners, Llc Colorado Springs CO 04/2025 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 04/2016 → Present
    Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc
    Denver, CO
  • 04/2025 → Present
    Kovitz Investment Group Partners, Llc
    Colorado Springs, CO
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2025-04-01 → 2026-03-20
    Northcoast Asset Management Llc
    Colorado, CO
  • 2016-06-13 → 2025-04-03
    Transform Wealth, Llc
    Denver, CO
    Greenwood Village, CO
  • 2011-11-02 → 2016-06-09
    Carnick & Kubik, Llc
    Denver, CO
  • 2003-03-05 → 2011-11-03
    Carnick & Company, Incorporated
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-03
  • S65 Uniform Investment Adviser Law Examination
    2003-03-03
Designations
Other Names
  • William D Van Keulen

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SEAMOUNT FINANCIAL GROUP INC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor