Joseph Dennis Mclaughlin

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

• 04/2016 → 12/2016
  Fisher Investments
  Camas, WA
• 12/2016 → Present
  Churchill Management Group
  Los Angeles, CA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2016-12-19 → 2025-09-23
  Churchill Management Group
  Beaverton, OR
• 2016-04-05 → 2016-12-27
  Fisher Investments
  Plano, TX
• 2015-11-03 → 2016-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaverton, OR
  Beaverton, OR
  Bellevue, WA
• 2013-11-15 → 2015-10-23
  Harrisdirect Llc
  Arlington, VA
  Portland, OR
• 2009-10-07 → 2013-11-04
  Td Ameritrade, Inc.
  Las Vegas, NV
  San Diego, CA
• 2009-10-07 → 2013-11-04
  Td Ameritrade Investment Management, Llc
  Las Vegas, NV
  San Diego, CA
• 2009-06-25 → 2009-09-14
  Tricor Advisory Services, Llc
  Las Vegas, NV
• 2005-09-09 → 2006-06-29
  M.L. Stern & Co., Llc.
  Henderson, NV
  Henderson, NV

Exams

• S66 Uniform Combined State Law Examination
  2005-09-08