Mark Eric Winland

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

• 12/2010 → Present
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2010-12-13 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2007-08-02 → 2010-12-03
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-30
• S65 Uniform Investment Adviser Law Examination
  1996-10-11

Designations

• Certified Financial Planner