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Mary Louise Ericksen

Focus Partners Wealth, LLC

Bend, OR

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-02
  • OR RA
    APPROVED
    Since 2024-07-02

Branch Locations

1777 Sw Chandler Avenue Suite 205, Bend, OR 97702 • 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
Griffon Financial Planning, Inc. Bend OR 10/2014 12/2018
Buckingham Strategic Wealth, Llc Clayton MO 01/2019 07/2024
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 10/2014 → 12/2018
    Griffon Financial Planning, Inc.
    Bend, OR
  • 01/2019 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2019-02-11 → 2024-07-02
    Buckingham Strategic Wealth, Llc
    Bend, OR
    Ashland, OR
    St Louis, MO
  • 2014-12-17 → 2019-02-07
    Griffon Financial Planning, Inc
    Ashland, OR
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-21
  • S65 Uniform Investment Adviser Law Examination
    2013-11-21
Designations
Other Names
  • Mary Louise Marchetti

View on SEC IAPD

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