Dawn Ellen Doebler

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

• 05/2016 → 12/2017
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
• 01/2018 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2016-05-17 → 2018-03-05
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
• 2013-09-16 → 2016-11-22
  Madison Wealth Management
  Leesburg, VA
• 2013-01-21 → 2013-08-08
  Ferguson-Johnson Wealth Management, Inc.
  Rockville, MD
• 2009-10-07 → 2010-03-30
  Legend Financial Advisors Inc
  Pittsburgh, PA
  Darnestown, MD
• 2009-10-28 → 2010-03-30
  Emergingwealth Investment Management, Inc.
  Pittsburgh, PA
  Darnestown, MD
• 2008-03-13 → 2009-07-22
  Ferguson-Johnson Wealth Management, Inc.
  Potomac, MD
• 2007-07-11 → 2008-02-21
  Tripp Financial Consultants, Inc.
  Dickerson, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-10-30

Designations

• Certified Financial Planner

Other Names

• Dawn Ellen Doebler
• Dawn Ellen Doebler-Dinh