John Kelly Morard

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

• 03/2025 → 05/2025
  Severin Investments, Llc
  Saint Louis, MO
• 07/2021 → 02/2025
  Arathi Consulting, Llc
  Saint Peters, MO
• 07/2012 → 07/2021
  Us Bank
  Saint Louis, MO
• 06/2025 → 09/2025
  Arathi Consulting Llc
  Saint Peters, MO
• 09/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2025-05-19 → 2025-05-28
  Severin Investments Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-19