Timothy James Palen

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

• 02/2024 → 07/2025
  Wells Fargo Clearing Services
  St Louis, MO
• 02/2024 → 07/2025
  Us Tech Solutions
  Jersey City, NJ
• 10/2021 → 02/2024
  Ups
  East Alton, IL
• 05/2020 → 10/2021
  Delivery.cOm
  Alton, IL
• 08/2016 → 12/2019
  Southern Illinois University Edwardsville
  Edwardsville, IL
• 01/2020 → 04/2020
  Unemployed
  Edwardsville, IL
• 05/2019 → 04/2020
  Northwestern Mutual
  Creve Coeur, MO
• 08/2025 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-23
• S63 Uniform Securities Agent State Law Examination
  2024-05-17

Other Names

• Timothy James Palen
• Timothy Palen