Matthew John Romine

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

• 08/2015 → 06/2018
  Cushman & Wakefield
  Creve Coeur, MO
• 07/2018 → 09/2020
  Greencourse Financial Advisors, Llc
  Chesterfield, MO
• 10/2020 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2020-10-30 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2020-09-23 → 2020-10-30
  Greencourse Financial Advisors, Llc
  Chesterfield, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-23