Timothy Mark Wochok

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

• 04/2008 → 11/2018
  Loring Ward Holdings, Inc
  San Jose, CA
• 10/2013 → 11/2018
  The Wealth Management Alliance Llc
  Charleston, SC
• 10/2018 → 09/2019
  Foreside Financial Services, Llc
  San Jose, CA
• 10/2018 → 11/2018
  Loring Ward Financial Inc
  San Jose, CA
• 12/2018 → 09/2019
  Bam Advisor Services, Llc. D/B/A Loring Ward
  Clayton, MO
• 10/2019 → Present
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-10-01 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Walnut Creek, CA
  St Louis, MO
• 2019-01-08 → 2019-10-01
  Focus Advisor Solutions, Llc
  San Jose, CA
  St. Louis, MO
• 2011-02-04 → 2019-01-08
  Lwi Financial Inc.
  San Jose, CA
• 2013-11-08 → 2019-01-08
  The Wealth Management Alliance Llc
  San Jose, CA
  San Jose, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-10-24

Designations

• Certified Financial Planner

Other Names

• Timothy Wochok