Casey John Franken

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

• 04/2013 → 03/2018
  Lpl Financial
  Sioux Falls, SD
• 03/2018 → 01/2022
  Cwm, Llc
  Omaha, NE
• 03/2018 → 01/2022
  Cetera Advisor Networks
  El Segundo, CA
• 02/2022 → 11/2022
  Willkate Wealth Management, Llc
  Sioux Falls, SD
• 11/2022 → 07/2024
  Ifam Capital
  Sioux Falls, SD
• 07/2024 → Present
  Kovitz Investment Group Partners, Llc
  Sioux Falls, SD
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-07 → 2026-03-20
  Northcoast Asset Management Llc
  Sioux Falls, SD
• 2024-07-09 → 2024-12-31
  Northcoast Asset Management Llc
  Sioux Falls, SD
• 2022-12-20 → 2024-07-03
  Ifam Capital
  South Dakota, SD
  Sioux Falls, SD
• 2022-03-24 → 2022-11-28
  Willkate Wealth Management, Llc
  Aberdeen, SD
  Sioux Falls, SD
• 2018-03-22 → 2022-02-04
  Cwm, Llc
  Sioux Falls, SD
• 2013-05-22 → 2018-03-21
  Lpl Financial Llc
  Sioux Falls, SD

Exams

• S66 Uniform Combined State Law Examination
  2013-05-20

Designations

• Certified Financial Planner