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Danielle Lynn Strumbeta

Focus Partners Wealth, LLC

Bellevue, WA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-02-03
  • WA RA
    APPROVED
    Since 2025-02-03

Branch Locations

10900 Ne 8Th Street Suite 780, Bellevue, WA 98004 • 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
Kutscher, Rhodes & Benner, Inc. Seattle WA 12/2015 01/2020
Merriman Wealth Management, Llc Seattle WA 01/2020 02/2025
Focus Partners Wealth, Llc Boston MA 02/2025 Present
  • 12/2015 → 01/2020
    Kutscher, Rhodes & Benner, Inc.
    Seattle, WA
  • 01/2020 → 02/2025
    Merriman Wealth Management, Llc
    Seattle, WA
  • 02/2025 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-19
  • S65 Uniform Investment Adviser Law Examination
    2016-05-19
Designations
Other Names
  • Danielle Lynn Brandli

View on SEC IAPD

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