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Jeffrey Michael Fosselman

Focus Partners Wealth, LLC

Deerfield, IL

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-05
  • IL RA
    APPROVED
    Since 2026-01-05

Branch Locations

520 Lake Cook Road Suite 520, Deerfield, IL 60015 • 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
Self Employed Lake Forest IL 01/2004 12/2023
Relative Value Partners, Llc Northbrook IL 12/2015 08/2024
Kovitz Investment Group Partners, Llc Deerfield IL 08/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 01/2004 → 12/2023
    Self Employed
    Lake Forest, IL
  • 12/2015 → 08/2024
    Relative Value Partners, Llc
    Northbrook, IL
  • 08/2024 → Present
    Kovitz Investment Group Partners, Llc
    Deerfield, IL
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2024-08-01 → 2026-03-20
    Northcoast Asset Management Llc
    Deerfield, IL
    Northbrook, IL
  • 2024-08-01 → 2024-12-31
    Northcoast Asset Management Llc
    Northbrook, IL
  • 2015-12-16 → 2024-08-14
    Relative Value Partners, Llc
    Northbrook, IL
  • 2013-04-03 → 2016-01-29
    Quaestor Investment Counsel Llc
    Lake Forest, IL
  • 2013-04-03 → 2015-12-15
    Charles Wm. Foster & Associates, Ltd.
    Northfield, IL
  • 2013-04-03 → 2014-12-31
    Quaestor Investment Counsel Llc
    Lake Forest, IL
Other Businesses

Mr. Fosselman maintains an active law license in the State of Illinois, although he does not actively practice law.

Designations

View on SEC IAPD

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CAPITAL RESOURCE MANAGEMENT,INC.
ROBERTS, GLORE & CO.
PICKWICK WEALTH MANAGEMENT
OSAIC WEALTH, INC.
WAVERLY ADVISORS, LLC
LPL FINANCIAL LLC
NADLER FINANCIAL GROUP, INC.

Other Investors

DAVID SCOTT PEARLSTEIN
STEVEN SCOTT HOWARD
Farrahlyn S Vo
TIMOTHY PAUL SWIAT
LAURA LEE CARDINAL
PAMELA A CAIN
Amy E Kalas
LANCE PAUL EATON

Other Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL
PICKWICK WEALTH MANAGEMENT · DEERFIELD, IL
OSAIC WEALTH, INC. · DEERFIELD, IL
WAVERLY ADVISORS, LLC · Deerfield, IL
LPL FINANCIAL LLC · Deerfield, IL
NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

More in Deerfield, IL

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