Ryan Foster Mitchell

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

• 11/2010 → 06/2017
  Win Wealth Management, Inc.
  Denver, CO
• 01/2005 → 03/2020
  University Of Denver Media Relations
  Denver, CO
• 07/2017 → 07/2024
  Buckingham Strategic Wealth , Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2017-08-01 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Denver, CO
  St Louis, MO
• 2011-12-01 → 2017-08-01
  Win Wealth Management, Inc.
  Denver, CO
  Greenwood Village, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-08

Designations

• Certified Financial Planner