Kristen Renee Donovan

Employer firm

Focus Advisor Solutions, LLC CRD 143319

$41.5B regulatory AUM 1,716 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 10/2014 → Present
  Buckingham Strategic Partners, Llc
  Clayton, MO

Previous Registrations

• 2015-09-15 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2009-07-06 → 2014-11-11
  Acropolis Investment Management
  Chesterfield, MO

Other Businesses

FIDELITY; INVESTMENT RELATED; 100 CROSBY PARKWAY, KC1H COVINGTON, KY 41015; RETIREMENT PLANNING; AD BOARD MEMBER; STARTED 7/01/2021; 1-5 HOURS PER MONTH DURING NON-BUSINESS HOURS; 1-5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; ATTEND TWO EVENTS EACH YEAR WITH OTHER MEMBERS OF THE RETIREMENT PLAN INDUSTRY AND INDUSTRY LEADERS TO PROVIDE UPDATES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-03

Other Names

• Kristen Renee Felton