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Kyle Christopher Imhof

Focus Partners Wealth, LLC

St. Louis, MO

Southlake, TX

CRD 6022800

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

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

Branch Locations

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

1900 W. Kirkwood Blvd Suite 2500C, Southlake, TX 76092 • 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
Clintsman Financial Planning Southlake TX 01/2012 12/2022
Buckingham Strategic Wealth, Llc Clayton MO 01/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2012 → 12/2022
    Clintsman Financial Planning
    Southlake, TX
  • 01/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-02-01 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Southlake, TX
    St Louis, MO
  • 2012-08-01 → 2023-02-01
    Clintsman Financial Planning
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-30
  • S65 Uniform Investment Adviser Law Examination
    2012-07-30

View on SEC IAPD

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EDWARD JONES · KIRKWOOD, MO
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