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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-07-01
  • IN RA
    APPROVED
    Since 2024-07-01

Branch Locations

600 E. 96Th Street Suite 130, Indianapolis, IN 46240 • United States

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 Asset Management, Llc Clayton MO 06/2016 01/2022
The Colony Group, Llc Boston MA 07/2024 01/2025
Focus Partners Wealth, Llc Boston MA 01/2025 07/2025
Focus Partners Wealth, Llc Clayton MO 07/2025 Present
Buckingham Asset Management Clayton MO 01/2022 07/2024
  • 06/2016 → 01/2022
    Buckingham Asset Management, Llc
    Clayton, MO
  • 07/2024 → 01/2025
    The Colony Group, Llc
    Boston, MA
  • 01/2025 → 07/2025
    Boston, MA
  • 07/2025 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-13
  • S65 Uniform Investment Adviser Law Examination
    2015-06-13
Designations
Other Names
  • Lindsey Ann Shepherd

View on SEC IAPD

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