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Will Emerick Benner

Focus Partners Wealth, LLC

State College, PA

CRD 7325829

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-04
  • PA RA
    APPROVED
    Since 2025-11-04

Branch Locations

State College, PA • 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
Modera Wealth Management, Llc Westwood NJ 01/2021 10/2025
Independence Advisors, Llc Wayne PA 07/2020 01/2021
Tco Fly Fishing State College PA 05/2018 06/2020
Hope College Holland MI 01/2018 05/2020
Cnb Bank Clearfield PA 06/2019 08/2019
Ace Hardware State College PA 05/2017 07/2017
Stor-All State College PA 05/2017 07/2017
Centre Hills Country Club State College PA 06/2015 09/2016
Hope College Holland MI 08/2017 05/2020
Unemployed State College PA 09/2016 05/2017
Focus Partners Wealth, Llc Boston MA 10/2025 Present
  • 01/2021 → 10/2025
    Westwood, NJ
  • 07/2020 → 01/2021
    Independence Advisors, Llc
    Wayne, PA
  • 05/2018 → 06/2020
    Tco Fly Fishing
    State College, PA
  • 01/2018 → 05/2020
    Hope College
    Holland, MI
  • 06/2019 → 08/2019
    Cnb Bank
    Clearfield, PA
  • 05/2017 → 07/2017
    Ace Hardware
    State College, PA
  • 05/2017 → 07/2017
    Stor-All
    State College, PA
  • 06/2015 → 09/2016
    Centre Hills Country Club
    State College, PA
  • 08/2017 → 05/2020
    Hope College
    Holland, MI
  • 09/2016 → 05/2017
    Unemployed
    State College, PA
  • 10/2025 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-30
  • S65 Uniform Investment Adviser Law Examination
    2020-10-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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