Allison Margaret Cooley

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

• 05/2018 → 12/2020
  Legacy Financial Strategies Llc
  Leawood, KS
• 01/2016 → 05/2018
  Powercat Financial
  Manhattan, KS
• 05/2017 → 08/2017
  Reed Financial Services
  Cleveland, OH
• 12/2020 → 12/2021
  Mana Financial Life Design
  Marina Del Rey, CA
• 01/2022 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-01-20 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Kansas City, MO
• 2020-12-08 → 2022-01-06
  Mana Financial Life Design
  Overland Park, KS
  Glendale, CA
• 2019-04-29 → 2020-12-07
  Legacy Financial Strategies, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-29

Designations

• Certified Financial Planner

Other Names

• Allison Margaret Becker