Richard Matthew Homan

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

• 08/2003 → 01/2025
  Homan Wealth Advisors, Llc
  Omaha, NE
• 10/2002 → 01/2025
  Hancock & Dana P.C.
  Omaha, NE
• 01/2025 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2004-01-09 → 2025-02-07
  Homan Wealth Advisors, Llc
  Omaha, NE

Other Businesses

HANCOCK & DANA, P.C. NOT INVESTMENT RELATED 12829 WEST DODGE ROAD, SUITE 100, OMAHA, NE 68154 TAX COMPLIANCE AND ACCOUNTING SERVICES TAX CONSULTANT 10/2002 PART-TIME, 480 HOURS PER YEAR 240 HOURS PER YEAR DURING SECURITIES TRADING HOURS TAX PLANNING AND CONSULTING the name of the other business; Homan Properties, LLC whether the business is investment-related; No the address of the other business; 15905 LAKE STREETOMAHANebraska68116 the nature of the other business; Commercial Rental Property your position; owner title, or relationship with the other business; owner the start date of your relationship; 09/01/2023 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0.5 and briefly describe your duties relating to the other business; purchase rental properties and rent them out

Designations

• Certified Financial Planner