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John Gordon Heinlein

Focus Partners Wealth, LLC

Hunt Valley, MD

CRD 2255057

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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
MD RA APPROVED 2024-06-04
TX RA APPROVED 2024-06-04
  • MD RA
    APPROVED
    Since 2024-06-04
  • TX RA
    APPROVED
    Since 2024-06-04

Branch Locations

20 Wight Avenue Suite 155, Hunt Valley, MD 21030 • 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
Horan & Associates Financial Advisors, L Glen Arm MD 04/1995 01/2021
Connectus Wealth Hunt Valley MD 01/2021 07/2024
The Colony Group, Llc Boston MA 06/2024 Present
  • 04/1995 → 01/2021
    Horan & Associates Financial Advisors, L
    Glen Arm, MD
  • 01/2021 → 07/2024
    Connectus Wealth
    Hunt Valley, MD
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2021-01-10 → 2024-07-25
    Connectus Wealth
    Hunt Valley, MD
  • 2019-11-08 → 2020-12-31
    Horan Capital Management,Llc
    Hunt Valley, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-08
  • S65 Uniform Investment Adviser Law Examination
    2019-11-08

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
ABS CAPITAL PARTNERS, INC.
GROFF WEALTH MANAGEMENT

Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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