Lindsey Ann Weber

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

• 06/2016 → 01/2022
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → 01/2025
  The Colony Group, Llc
  Boston, MA
• 01/2025 → 07/2025
  Focus Partners Wealth, Llc
  Boston, MA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Clayton, MO
• 01/2022 → 07/2024
  Buckingham Asset Management
  Clayton, MO

Previous Registrations

• 2016-07-05 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Indianapolis, IN
  St Louis, MO
• 2015-07-07 → 2016-06-13
  Financial Engines Advisor Center, Llc
  Indianapolis, IN
  Overland Park, KS
• 2015-06-15 → 2015-09-03
  The Mutual Fund Store
  Indianapolis, IN
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-13

Designations

• Certified Financial Planner

Other Names

• Lindsey Ann Shepherd