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Susan Lynn Wolfe

Focus Partners Wealth, LLC

Chicago, IL

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-05
  • IL RA
    APPROVED
    Since 2026-01-05

Branch Locations

300 S Wacker Dr Suite 1680, Chicago, IL 60606 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakbrook IL 08/1997 03/2022
Sanctuary Advisors, Llc Wood Dale IL 03/2022 12/2023
Telemus Capital, Llc Chicago IL 12/2023 03/2024
Kovitz Investment Group Partners, Llc Chicago IL 03/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-18
S63 Uniform Securities Agent State Law Examination 1995-10-12
  • S66 Uniform Combined State Law Examination
    2004-11-18
  • S63 Uniform Securities Agent State Law Examination
    1995-10-12
Other Names
  • Susan Dauksas
  • Susan Lynn Dauksas
  • Sue Wolfe

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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