Roger A. Albrecht

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → 04/2022
  Mid-Continent Capital
  Chicago, IL
• 04/2022 → 07/2024
  Connectus Wealth
  Hunt Valley, MD
• 06/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-04-03 → 2024-07-25
  Connectus Wealth
  Chicago, IL
• 2006-05-25 → 2022-04-01
  Mid-Continent Capital Llc
  Chicago, IL
• 2003-11-24 → 2006-05-23
  Bufka & Rodgers Llc
  Schaumburg, IL

Other Businesses

?Name of the other business - Blue Sapphire Capital 1 LLC ?Investment related - No ?Address of the other business - 330 W. Diversey, Unit 704, Chicago, Il, 60657 ?Nature of the other business - investment real estate ?Position - Managing Director ?Title, or relationship with the other business - owner ?Start date of your relationship - July 2023 ?Approximate number of hours/month you devote to the other business - 1 ?Number of hours you devote to the other business during securities trading hours - 0 ?Briefly describe your duties relating to the other business - bill payments

Designations

• Chartered Financial Analyst

Other Names

• Roger A. Albrecht