Deanna Lynn Strean

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

• 08/2008 → 07/2017
  Strean Financial Services
  Fairfax, VA
• 02/2010 → 01/2018
  H. Beck, Inc.
  Rockville, MD
• 04/2010 → 07/2017
  Strean Financial Services, Llc
  Fairfax, VA
• 07/2017 → 01/2018
  Contrary Investment Advisors, Llc
  Arlington, VA
• 01/2018 → 06/2021
  Carolina Capital Consulting, Inc.
  Charlotte, NC
• 07/2021 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-07-26 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Charlotte, NC
• 2018-01-26 → 2021-07-26
  Carolina Capital Consulting, Inc.
  Charlotte, NC
• 2010-04-07 → 2018-01-19
  Grove Point Investments, Llc
  Oakton, VA
  Charlotte, NC
  Charlotte, NC
  Oakton, VA
  Arlington, VA
• 2010-04-22 → 2015-04-16
  Strean Financial Services, Llc
  Charlotte, NC
  Oakton, VA

Exams

• S66 Uniform Combined State Law Examination
  2010-04-05

Other Names

• Deanna Lynn Wilkins