Blake C Pokley

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

• 05/2016 → 12/2018
  Ljpr, Llc
  Troy, MI
• 01/2019 → 12/2019
  Sequoia Financial Group
  Akron, OH
• 11/2021 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 01/2020 → 11/2021
  Self-Employed
  Richardson, TX
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2022-01-21 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Grand Ledge, MI
• 2019-01-07 → 2019-12-19
  Sequoia Financial Group, L.L.C.
  Troy, MI
  Akron, OH
• 2017-03-04 → 2018-12-31
  Ljpr Financial Advisors
  Troy, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-04

Designations

• Certified Financial Planner