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Kedre Djinn Mellor

Focus Partners Wealth, LLC

St. Louis, MO

Wichita, KS

CRD 2205972

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-07-12
  • KS RA
    APPROVED
    Since 2024-07-12

Branch Locations

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

Wichita, KS • 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
Capital Wealthcare Advisors, L.C. Wichita KS 01/2007 12/2021
Buckingham Strategic Wealth, Llc Clayton MO 01/2022 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2007 → 12/2021
    Capital Wealthcare Advisors, L.C.
    Wichita, KS
  • 01/2022 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-01-27 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    St Louis, MO
    Wichita, KS
  • 2007-02-12 → 2022-01-27
    Capital Wealthcare Advisors, L.C.
    Wichita, KS
  • 1992-01-17 → 2007-03-21
    Kedre D. Mellor, Cpa, Pa
    Wichita, KS
  • 1992-01-17 → 2002-12-31
    Kedre D. Mellor, Cpa, Pa
    Wichita, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-01-03
  • S63 Uniform Securities Agent State Law Examination
    1992-01-03
Designations
  • Personal Financial Specialist
Other Names
  • Kedre Djinn Wellshear
  • Kedre Djinn Mellor

View on SEC IAPD

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