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Brad Matthew Brisan

Focus Partners Wealth, LLC

Wyomissing, PA

St. Louis, MO

CRD 5702909

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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
PA RA APPROVED 2024-07-01
TX RA APPROVED 2024-07-01
  • PA RA
    APPROVED
    Since 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

1210 Broadcasting Road Suite 101, Wyomissing, PA 19610 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Buckingham Strategic Wealth, Llc Clayton MO 07/2016 06/2024
Focus Partners Wealth, Llc Clayton MO 07/2024 Present
Previous Registrations
  • 2016-07-19 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Wyomissing, PA
    St Louis, MO
  • 2010-10-06 → 2016-11-16
    Herbein Wealth Management, L.L.C.
    Wyomissing, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-17
  • S66 Uniform Combined State Law Examination
    2010-08-17
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ATLAS WEALTH PARTNERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

SEAN PATRICK MCCULLOUGH
MICHAEL JOSEPH JANVRIN
Kyle Hutchinson

Nearby Offices

ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WYOMISSING, PA

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