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Eric Ellison Schaefer

Focus Partners Wealth, LLC

St. Louis, MO

Clayton, 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
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

8182 Maryland Avenue Suite 500, Clayton, 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
Pierce Financial Strategies Kirkwood MO 01/2018 01/2019
Siue & Uiuc Edwardsville / Champaign IL 12/2013 12/2017
Northwestern Mutual Champaign IL 04/2016 09/2016
Lonestar Financial Education, Llc Plano TX 09/2017 01/2020
Bluestem Financial Advisors, Llc. Champaign IL 09/2016 12/2017
Greencourse Financial Advisors, Llc Chesterfield MO 01/2019 09/2020
Greencourse Financial Advisors, Llc. Chesterfield MO 01/2019 09/2020
University Of Illinois Champaign IL 05/2019 Present
Buckingham Strategic Wealth, Llc Clayton MO 10/2020 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2018 → 01/2019
    Pierce Financial Strategies
    Kirkwood, MO
  • 12/2013 → 12/2017
    Siue & Uiuc
    Edwardsville / Champaign, IL
  • 04/2016 → 09/2016
    Northwestern Mutual
    Champaign, IL
  • 09/2017 → 01/2020
    Lonestar Financial Education, Llc
    Plano, TX
  • 09/2016 → 12/2017
    Bluestem Financial Advisors, Llc.
    Champaign, IL
  • 01/2019 → 09/2020
    Greencourse Financial Advisors, Llc
    Chesterfield, MO
  • 01/2019 → 09/2020
    Greencourse Financial Advisors, Llc.
    Chesterfield, MO
  • 05/2019 → Present
    University Of Illinois
    Champaign, IL
  • 10/2020 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2020-10-30 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2019-01-23 → 2020-10-30
    Greencourse Financial Advisors, Llc
    Chesterfield, MO
  • 2018-05-30 → 2019-01-02
    Pierce Financial Strategies, Llc
    O'FAllon, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-07
  • S65 Uniform Investment Adviser Law Examination
    2018-05-07
Designations

View on SEC IAPD

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