Kollin Allard

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
NY	RA	APPROVED	2024-06-12
MA	RA	APPROVED	2024-06-10
TX	RA	APPROVED_RES	2024-06-04

NY RA
APPROVED

Since 2024-06-12
MA RA
APPROVED

Since 2024-06-10
TX RA
APPROVED_RES

Since 2024-06-04

Branch Locations

Lanesborough, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
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
Atlas Private Wealth Management, Llc	North Adams	MA	01/2015	12/2018
Atlas Private Wealth Management, Llc	Albany	NY	01/2020	05/2024
Atlas Private Wealth Management, Llc	North Adams	MA	01/2019	12/2019
The Colony Group, Llc	Boston	MA	06/2024	Present

01/2015 → 12/2018

Atlas Private Wealth Management, Llc

North Adams, MA
01/2020 → 05/2024

Atlas Private Wealth Management, Llc

Albany, NY
01/2019 → 12/2019

Atlas Private Wealth Management, Llc

North Adams, MA
06/2024 → Present

The Colony Group, Llc

Boston, MA

Previous Registrations

2015-08-18 → 2024-07-01

Atlas Private Wealth Management, Llc

Albany, NY

North Adams, MA

Lanesborough, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-14

S65 Uniform Investment Adviser Law Examination

2021-04-14

Designations

Certified Financial Planner

View on SEC IAPD