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Nicholas Jon Dewsnap

Focus Partners Wealth, LLC

Waukesha, WI

CRD 4961501

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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
WI RA APPROVED 2025-07-01
  • WI RA
    APPROVED
    Since 2025-07-01

Branch Locations

Waukesha, WI • 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
Churchill Management Group Los Angeles CA 04/2016 Present
Focus Partners Wealth, Llc Boston MA 07/2025 Present
Previous Registrations
  • 2016-04-29 → 2025-09-23
    Churchill Management Group
    Waukesha, WI
  • 2012-10-01 → 2016-04-28
    J.P. Morgan Securities Llc
    Waukesha, WI
    Waukesha, WI
  • 2010-01-22 → 2012-10-01
    Chase Investment Services Corp.
    Waukesha, WI
  • 2005-08-29 → 2010-01-22
    Ameriprise Financial Services, Llc
    Brookfield, WI
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-25
  • S66 Uniform Combined State Law Examination
    2005-08-25

View on SEC IAPD

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