Tammy Lynn Courtney

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

• 08/2010 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 04/2022 → 06/2024
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2010-08-23 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2009-05-28 → 2010-08-16
  Morgan Keegan & Company, Llc
  St. Louis, MO
• 2007-03-19 → 2008-01-02
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2004-02-18 → 2007-03-20
  Buckingham Asset Management Inc
  Clayton, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-14
• S65 Uniform Investment Adviser Law Examination
  2003-12-15

Designations

• Certified Financial Planner