Charles Donald Dorn

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

• 01/2022 → 01/2025
  Homan Wealth Advisors, Llc
  Omaha, NE
• 08/2014 → 05/2018
  Moc-Fv
  Orange City, IA
• 08/2018 → 11/2021
  University Of Northern Iowa
  Cedar Falls, IA
• 05/2021 → 08/2021
  Ameriprise Financial
  Spencer, IA
• 06/2020 → 08/2020
  Kazarelli's At Millers Bay
  Milford, IA
• 01/2020 → 03/2020
  Waterloo Golf Headquarters
  Waterloo, IA
• 05/2015 → 08/2019
  Landsmeer Golf Club
  Orange City, IA
• 01/2025 → Present
  Focus Partners Wealth
  Omaha, NE

Previous Registrations

• 2023-05-24 → 2025-02-07
  Homan Wealth Advisors, Llc
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-24