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Catherine S. Gearig

Focus Partners Wealth, LLC

St. Louis, MO

Rochester Hills, MI

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • MI RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

1055 E South Blvd Suite 230, Rochester Hills, MI 48307 • 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
Lifeplan Financial Advisory Group, Llc Rochester Hills MI 01/2005 12/2023
Buckingham Strategic Wealth, Llc Clayton MO 12/2023 Present
Focus Partners Wealth, Llc Saint Louis MO 07/2024 Present
  • 01/2005 → 12/2023
    Lifeplan Financial Advisory Group, Llc
    Rochester Hills, MI
  • 12/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Saint Louis, MO
Previous Registrations
  • 2023-12-13 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Rochester Hills, MI
  • 2010-04-06 → 2023-12-13
    Life Plan Financial Advisory Group, Llc
    Rochester Hills, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-11-07
  • S63 Uniform Securities Agent State Law Examination
    2003-11-07
Designations

View on SEC IAPD

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