Brent Robert Mckee

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

• 05/2019 → 02/2025
  Cambia Health Solutions
  Portland, OR
• 11/2018 → 05/2019
  Unemployed
  Portland, OR
• 03/2016 → 11/2018
  Xpo Logistics
  Portland, OR
• 03/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Other Businesses

the name of the other business: Heron Lakes Men's Club whether the business is investment-related: No the address of the other business: 3500 N Victory Blvd, Portland, OR 97217 the nature of the other business: Men's Club at a Golf Course your position: Treasurer title, or relationship with the other business: Treasurer the start date of your relationship: 07/2024 the approximate number of hours/month you devote to the other business: 3-5 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Financial Oversight, Expense monitoring, paying bills on behalf of the club

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-15