Thompson Danforth Hollo

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 → 11/2023
  Medicine Bow Capital
  Boulder, CO
• 11/2023 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-03-13 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Boulder, CO
• 2016-01-07 → 2022-12-31
  Medicine Bow Capital
  Boulder, CO
• 2015-02-20 → 2015-07-20
  Wells Fargo Clearing Services, Llc
  Clayton, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-02-20

Designations

• Chartered Financial Analyst