Michael Jerome Gentsch

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

• 06/2009 → 01/2024
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2009 → 04/2021
  Charles Schwab Bank
  Los Altos, CA
• 04/2021 → 01/2024
  Schwab Private Client Investment Advisory, Inc.
  Phoenix, AZ
• 05/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 02/2024 → 04/2024
  N/A
  Scottsdale, AZ

Previous Registrations

• 2009-06-22 → 2024-01-10
  Charles Schwab & Co., Inc.
  Sarasota, FL
  Plantation, FL
  Coral Gables, FL
  Fort Lauderdale, FL
  Los Altos, CA
  San Mateo, CA
  Phoenix, AZ
  San Mateo, CA
  Phoenix, AZ
  Boston, MA
• 2021-05-10 → 2023-10-24
  Schwab Wealth Advisory, Inc.
  San Mateo, CA
  Phoenix, AZ
• 2006-01-23 → 2009-05-07
  Ameriprise Financial Services, Llc
  Ft Lauderdale, FL
  Boca Raton, FL
  Miami, FL

Other Businesses

Turo Car Rental|Investment Related:No|Rental Services (Other than Real Estate)|Sole Proprietor|2023-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Using apps to rent out my car to places like Turo

Exams

• S66 Uniform Combined State Law Examination
  2006-01-19

Designations

• Certified Financial Planner