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Lance James Sherry

Focus Partners Wealth, LLC

Chicago, IL

CRD 7392284

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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
IL RA APPROVED 2026-01-04
  • IL RA
    APPROVED
    Since 2026-01-04

Branch Locations

10 South Wacker Drive Suite 2600, Chicago, IL 60606 • 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
Bank Of America Private Bank Chicago IL 02/2016 02/2017
Fifth Third Private Bank Chicago IL 06/2017 06/2021
Kovitz Investment Group Partners, Llc Chicago IL 06/2021 Present
Unemployed Chicago IL 02/2017 06/2017
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 02/2016 → 02/2017
    Bank Of America Private Bank
    Chicago, IL
  • 06/2017 → 06/2021
    Fifth Third Private Bank
    Chicago, IL
  • 06/2021 → Present
    Kovitz Investment Group Partners, Llc
    Chicago, IL
  • 02/2017 → 06/2017
    Unemployed
    Chicago, IL
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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