Sara Beth Cooke

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

• 07/2012 → 01/2018
  Morgan Stanley
  Chicago, IL
• 01/2018 → Present
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-02-14 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2014-12-22 → 2018-01-18
  Morgan Stanley
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-21
• S63 Uniform Securities Agent State Law Examination
  2009-06-09

Designations

• Certified Financial Planner

Other Names

• Sara Beth Creehan