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Allison Kollar

Focus Partners Wealth, LLC

Menlo Park, CA

CRD 3133772

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

Branch Locations

1550 El Camino Real Suite 100, Menlo Park, CA 94025 • 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
Brownson, Rehmus & Foxworth, Inc. Chicago IL 02/2008 12/2020
Bordeaux Wealth Advisors Menlo Park CA 10/2021 Present
Unemployed West Hollywood CA 01/2021 10/2021
Focus Partners Wealth, Llc Boston MA 07/2025 Present
Previous Registrations
  • 2021-10-05 → 2025-10-03
    Bordeaux Wealth Advisors
    San Clemente, CA
    West Hollywood, CA
    Menlo Park, CA
  • 2008-09-22 → 2021-01-06
    Brownson, Rehmus & Foxworth, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-30
  • S65 Uniform Investment Adviser Law Examination
    2008-09-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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