Matthew Hughes Mckeand

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

• 07/2018 → 08/2019
  Mml Investors /Capital Financial Group
  Memphis, TN
• 08/2014 → 05/2018
  Rhodes College
  Memphis, TN
• 08/2014 → 05/2018
  Rhodes College
  Memphis, TN
• 08/2016 → 12/2017
  Memphis Cartonera (Rhodes College)
  Memphis, TN
• 08/2019 → 09/2022
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 09/2022 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-10-11 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2019-08-30 → 2022-09-29
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-06-04