Kendall M Navin

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

• 10/2017 → 07/2020
  The Ayco Company, L.P./Mercer Allied
  Deerfield, IL
• 01/2014 → 10/2017
  Managed Account Research, Inc.
  Chicago, IL
• 08/2020 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 08/2020 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 12/2020 → 03/2021
  Foreside Financial Services, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2020-08-28 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2020-08-28 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2018-10-26 → 2020-07-23
  Goldman Sachs Wealth Services, L.P.
  Deerfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-10-22

Designations

• Chartered Financial Analyst

Other Names

• Kendall Marie Navin