Inactive

Stephen Frederick Trousdale

Focus Partners Wealth, LLC

CRD 6439074

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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

Authority	Category	Status	Date
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

5810 Tennyson Parkway Suite 260, Plano, TX 75024 • 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

Organization	City	State	From	To
Buckingham Asset Management, Llc	Clayton	MO	01/2015	Present
The Colony Group, Llc	Boston	MA	07/2024	Present

01/2015 → Present

Buckingham Asset Management, Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MA

Previous Registrations

2015-01-14 → 2024-11-14

Buckingham Strategic Wealth, Llc

Plano, TX

St Louis, MO

Designations

Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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