Kyle P Whisenhunt

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

• 09/2013 → 12/2019
  Wolters, Hagar, & Pratt Financial Planning, Inc.
  San Diego, CA
• 07/2016 → 07/2022
  Sagepoint Financial, Inc.
  San Diego, CA
• 01/2020 → 07/2022
  San Diego Wealth Management
  San Diego, CA
• 09/2024 → Present
  The Colony Group, Llc
  Boston, MA
• 07/2022 → Present
  Hoylecohen
  San Diego, CA

Previous Registrations

• 2023-05-31 → 2024-11-21
  Hoylecohen, Llc
  San Diego, CA
• 2017-03-08 → 2022-07-11
  Osaic Services, Inc.
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-03-06

Designations

• Certified Financial Planner

Other Names

• Lauren Nicole Jones