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Adam Roeder

Focus Partners Wealth, LLC

St. Louis, MO

Clayton, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

8182 Maryland Avenue Ste 500, Clayton, MO 63105 • 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
Krilogy Financial St. Louis MO 07/2021 06/2023
Auto Spa Ellisville MO 05/2018 08/2018
Northern Michigan University Marquette MI 08/2017 07/2021
Janesville Jets Nahl Janesville WI 08/2014 08/2017
Buckingham Strategic Wealth, Llc Clayton MO 06/2023 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 07/2021 → 06/2023
    Krilogy Financial
    St. Louis, MO
  • 05/2018 → 08/2018
    Auto Spa
    Ellisville, MO
  • 08/2017 → 07/2021
    Northern Michigan University
    Marquette, MI
  • 08/2014 → 08/2017
    Janesville Jets Nahl
    Janesville, WI
  • 06/2023 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-06-29 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
  • 2021-08-25 → 2023-09-13
    Krilogy
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-16
  • S65 Uniform Investment Adviser Law Examination
    2021-06-16

View on SEC IAPD

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