Michael Pierre Indart

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

• 07/2014 → 07/2017
  Wells Fargo Bank Na
  Sebastopol, CA
• 07/2014 → 11/2016
  Wells Fargo Advisors Llc
  Sebastopol, CA
• 11/2016 → 07/2017
  Wells Fargo Clearing Services, Llc
  Sebastopol, CA
• 07/2017 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2017-10-04 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Santa Rosa, CA
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-04
• S63 Uniform Securities Agent State Law Examination
  2009-04-16

Designations

• Certified Financial Planner