Alyssum Renee Hodges Malone

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

• 05/2014 → 03/2018
  Strasbaugh Financial Advisory, Inc.
  Colorado Springs, CO
• 04/2018 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2018-05-14 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Colorado Springs, CO
  St Louis, MO
• 2016-04-25 → 2018-05-14
  Strasbaugh Financial Advisory, Inc.
  Colorado Springs, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-25
• S63 Uniform Securities Agent State Law Examination
  2013-11-20

Designations

• Certified Financial Planner

Other Names

• Alyssum Renee Hodges Strasbaugh