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Amanda Falkum

Focus Partners Wealth, LLC

Silverthorne, CO

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

Branch Locations

Silverthorne, CO • 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
Kovitz Securities, Llc Chicago IL 03/2008 11/2020
Kovitz Investment Group Partners, Llc Silverthorne CO 01/2016 Present
Foreside Financial Services, Llc Silverthorne CO 12/2020 03/2021
Focus Partners Wealth, Llc St. Louis MA 01/2026 Present
  • 03/2008 → 11/2020
    Kovitz Securities, Llc
    Chicago, IL
  • 01/2016 → Present
    Kovitz Investment Group Partners, Llc
    Silverthorne, CO
  • 12/2020 → 03/2021
    Foreside Financial Services, Llc
    Silverthorne, CO
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-05-12
S65 Uniform Investment Adviser Law Examination 2002-05-18
  • S63 Uniform Securities Agent State Law Examination
    2008-05-12
  • S65 Uniform Investment Adviser Law Examination
    2002-05-18
Designations
Other Names
  • Amanda Lynn Falkum

View on SEC IAPD

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