Rachel Mae Luken

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

• 04/2006 → 09/2024
  Hoylecohen, Llc
  San Diego, CA
• 09/2024 → 01/2025
  The Colony Group, Llc
  Boston, MA
• 01/2025 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2006-09-25 → 2024-11-21
  Hoylecohen, Llc
  San Diego, CA
• 2003-01-24 → 2006-09-13
  Hoylecohen,Inc.
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-09-22

Designations

• Certified Financial Planner

Other Names

• Rachel Mae Helgeson