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Martin Kane Stephenitch

Focus Partners Wealth, LLC

Clayton, MO

St. Louis, MO

CRD 4695282

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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
MO RA APPROVED 2025-01-23
  • MO RA
    APPROVED
    Since 2025-01-23

Branch Locations

8182 Maryland Avenue Ste. 500, Clayton, MO 63105 • 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
Scottrade St. Louis MO 05/2014 06/2018
The Colony Group, Llc Boston MA 06/2018 Present
  • 05/2014 → 06/2018
    Scottrade
    St. Louis, MO
  • 06/2018 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-22
S63 Uniform Securities Agent State Law Examination 2014-11-21
S66 Uniform Combined State Law Examination 2003-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-01-22
  • S63 Uniform Securities Agent State Law Examination
    2014-11-21
  • S66 Uniform Combined State Law Examination
    2003-10-30

View on SEC IAPD

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

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