Brian Eugene Pingatore

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

• 04/2015 → 04/2017
  Tdameritrade, Inc
  Indianapolis, IN
• 04/2017 → 06/2024
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2017-07-17 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Indianapolis, IN
  St Louis, MO
• 2015-04-20 → 2017-04-06
  Td Ameritrade, Inc.
  Indianapolis, IN
• 2015-04-20 → 2017-04-06
  Td Ameritrade Investment Management, Llc
  Indianapolis, IN
• 2013-06-20 → 2015-04-17
  Charles Schwab & Co., Inc.
  Naples, FL
  Fishers (Indianapolis), IN
  Fishers (Indianapolis), IN
  Indianapolis, IN
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2013-06-19
• S63 Uniform Securities Agent State Law Examination
  2008-06-13

Designations

• Certified Financial Planner