Eric Ellison Schaefer

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-05-07

Designations

• Certified Financial Planner