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Inactive

David Frank Budzisz

Focus Partners Wealth, LLC

Deerfield, IL

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-04
  • IL RA
    APPROVED
    Since 2026-01-04

Branch Locations

520 Lake Cook Road Suite 520, Deerfield, IL 60015 • 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
Strategic Wealth Partners Deerfield IL 06/2023 05/2024
Kovitz Investment Group Partners, Llc Deerfield IL 05/2024 08/2024
Carthage College Athletic Department Kenosha WI 06/2022 05/2023
Carthage College Kenosha WI 12/2019 06/2022
Brian Edward Landscaping Palatine IL 01/2015 02/2023
A.M. Money Chicago IL 12/2019 06/2021
Carthage College Kenosha WI 09/2019 05/2023
Midtown Athletic Club Palatine IL 04/2017 07/2017
Carthage College Athletic Department Kenosha WI 01/2022 06/2022
Kovitz Investment Group Partners, Llc Deerfield IL 08/2024 11/2024
Kovitz Investment Group Partners, Llc Deerfield IL 11/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 06/2023 → 05/2024
    Strategic Wealth Partners
    Deerfield, IL
  • 05/2024 → 08/2024
    Kovitz Investment Group Partners, Llc
    Deerfield, IL
  • 06/2022 → 05/2023
    Carthage College Athletic Department
    Kenosha, WI
  • 12/2019 → 06/2022
    Carthage College
    Kenosha, WI
  • 01/2015 → 02/2023
    Brian Edward Landscaping
    Palatine, IL
  • 12/2019 → 06/2021
    A.M. Money
    Chicago, IL
  • 09/2019 → 05/2023
    Carthage College
    Kenosha, WI
  • 04/2017 → 07/2017
    Midtown Athletic Club
    Palatine, IL
  • 01/2022 → 06/2022
    Carthage College Athletic Department
    Kenosha, WI
  • 08/2024 → 11/2024
    Kovitz Investment Group Partners, Llc
    Deerfield, IL
  • 11/2024 → Present
    Kovitz Investment Group Partners, Llc
    Deerfield, IL
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-12
  • S65 Uniform Investment Adviser Law Examination
    2025-03-12

View on SEC IAPD

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Farrahlyn S Vo
TIMOTHY PAUL SWIAT
LAURA LEE CARDINAL
PAMELA A CAIN
Amy E Kalas
LANCE PAUL EATON

Other Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

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