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Christopher Mark Willits

Focus Partners Wealth, LLC

St. Louis, MO

Charleston, WV

CRD 5074552

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-07-08
  • WV RA
    APPROVED
    Since 2024-07-08

Branch Locations

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

101 Washington Street Suite 120, Charleston, WV 25301 • 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
Wesbanco Bank, Inc Wheeling WV 01/2013 04/2024
Wesbanco Securities, Inc. Wheeling WV 01/2013 04/2024
Buckingham Strategic Wealth, Llc Clayton MO 04/2024 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 01/2013 → 04/2024
    Wesbanco Bank, Inc
    Wheeling, WV
  • 01/2013 → 04/2024
    Wesbanco Securities, Inc.
    Wheeling, WV
  • 04/2024 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2024-06-13 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Charleston, WV
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-03
S63 Uniform Securities Agent State Law Examination 2006-06-14
  • S65 Uniform Investment Adviser Law Examination
    2024-06-03
  • S63 Uniform Securities Agent State Law Examination
    2006-06-14

View on SEC IAPD

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