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Robert Edmund Ochenkowski

Focus Partners Wealth, LLC

Chicago, IL

CRD 8012628

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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
IL RA APPROVED 2024-11-22
  • IL RA
    APPROVED
    Since 2024-11-22

Branch Locations

123 North Wacker Drive Suite 1100, Chicago, IL 60606 • 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
Northern Trust Chicago IL 05/2015 03/2018
Fiducient Advisors Chicago IL 03/2018 10/2023
Altair Advisers Chicago IL 11/2023 08/2024
Th Colony Grroup, Llc Chicago IL 10/2014 Present
  • 05/2015 → 03/2018
    Northern Trust
    Chicago, IL
  • 03/2018 → 10/2023
    Fiducient Advisors
    Chicago, IL
  • 11/2023 → 08/2024
    Altair Advisers
    Chicago, IL
  • 10/2014 → Present
    Th Colony Grroup, Llc
    Chicago, IL
Designations
  • Chartered Financial Analyst
Other Names
  • Bob Ochenkowski

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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