Gregory Michael Lanier

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

• 11/2017 → 09/2018
  Carter Advisory Services, Inc.
  Dallas, TX
• 06/2017 → 09/2018
  Carter Financial Management
  Dallas, TX
• 06/2016 → 09/2018
  Carter Advisory Services
  Dallas, TX
• 09/2018 → 12/2022
  Clintsman Financial Planning
  Southlake, TX
• 09/2018 → 12/2022
  Jojenco Holdings, Llc
  Southlake, TX
• 01/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-02-01 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Southlake, TX
  St Louis, MO
• 2019-06-24 → 2023-02-01
  Clintsman Financial Planning
  Southlake, TX
• 2017-04-25 → 2018-09-14
  Raymond James Financial Services Advisors, Inc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-02-24

Designations

• Certified Financial Planner

Other Names

• Greg Michael Lanier
• Gregory Michael Lanier