Alicia Temmerman Mchugh

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

• 04/2011 → 11/2018
  Loring Ward Holdings, Inc
  San Jose, CA
• 09/2010 → 11/2018
  Lwi Financial Inc.
  San Jose, CA
• 10/2018 → 09/2020
  Foreside Financial Services, Llc
  San Jose, CA
• 12/2018 → 01/2021
  Buckingham Strategic Partners
  Clayton, MO
• 01/2021 → Present
  Buckingham Strategic Wealth
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-05-05 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  San Jose, CA
  St Louis, MO
• 2018-12-13 → 2021-05-17
  Focus Advisor Solutions, Llc
  San Jose, CA
  St. Louis, MO
• 2011-08-30 → 2018-12-13
  Lwi Financial Inc.
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-08-19

Other Names

• Alicia Lynn Temmerman