Sandra Loraine Knecht

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

• 03/2016 → 11/2019
  Cobiz Wealth
  Denver, CO
• 06/2019 → 11/2019
  The Milestone Group, Inc
  Denver, CO
• 11/2019 → Present
  Transform Wealth, Llc
  Greenwood Village, CO
• 04/2025 → Present
  Kovitz Investment Group Partners, Llc
  Conifer, CO
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-04-01 → 2026-03-20
  Northcoast Asset Management Llc
  Conifer, CO
• 2019-12-05 → 2025-04-03
  Transform Wealth, Llc
  Greenwood Village, CO
• 2019-06-28 → 2019-11-21
  Bok Financial Private Wealth, Inc.
  Denver, CO
• 2016-04-19 → 2019-10-31
  Cobiz Wealth
  Denver, CO
• 2013-03-15 → 2016-04-04
  Schwab Wealth Advisory, Inc.
  Englewood, CO
  Lone Tree, CO
• 2013-03-04 → 2013-03-15
  Charles Schwab & Co., Inc.
  Englewood, CO
  Lone Tree, CO
• 2001-02-16 → 2004-02-26
  Charles Schwab & Co., Inc.
  Englewood, CO

Exams

• S66 Uniform Combined State Law Examination
  2013-03-01
• S65 Uniform Investment Adviser Law Examination
  1999-08-30
• S63 Uniform Securities Agent State Law Examination
  1996-05-02

Designations

• Chartered Financial Analyst

Other Names

• Sandra L March
• Sandra Loraine March
• Sandra Loraine Hicks
• Sandra Loraine Chapman
• Sandra Loraine Knecht