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Benjamin Lee Lanning

Focus Advisor Solutions, LLC

St. Louis, MO

CRD 4136768

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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:

Current Employers
Focus Advisor Solutions, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2014-07-11
  • MO RA
    APPROVED
    Since 2014-07-11

Branch Locations

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buckingham Wealth Partners Clayton MO 02/2007 Present
  • 02/2007 → Present
    Buckingham Wealth Partners
    Clayton, MO
Previous Registrations
  • 2007-12-04 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-24
  • S65 Uniform Investment Adviser Law Examination
    2007-11-24

View on SEC IAPD

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UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
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Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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