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Harrison Alexander Wolfe

Focus Partners Wealth, LLC

Cincinnati, OH

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
OH RA APPROVED 2024-07-01
  • OH RA
    APPROVED
    Since 2024-07-01

Branch Locations

8044 Montgomery Road Suite 163, Cincinnati, OH 45236 • 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
Mass Mutual Life Insurance Company Cincinnati OH 06/2015 01/2018
Mml Investors Services Cincinnati OH 06/2015 01/2018
Oxford Financial Partners Cincinnati OH 01/2018 01/2023
Buckingham Strategic Wealth, Llc Clayton MO 02/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 06/2015 → 01/2018
    Mass Mutual Life Insurance Company
    Cincinnati, OH
  • 06/2015 → 01/2018
    Mml Investors Services
    Cincinnati, OH
  • 01/2018 → 01/2023
    Oxford Financial Partners
    Cincinnati, OH
  • 02/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-02-24 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Cincinnati, OH
    St Louis, MO
  • 2018-01-21 → 2023-02-24
    Oxford Financial Partners
    Cincinnati, OH
  • 2016-03-29 → 2018-01-16
    Mml Investors Services, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-13
S63 Uniform Securities Agent State Law Examination 2017-09-29
  • S65 Uniform Investment Adviser Law Examination
    2017-12-13
  • S63 Uniform Securities Agent State Law Examination
    2017-09-29
Designations

View on SEC IAPD

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Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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