Kyle Loren Irion

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

• 03/2016 → 09/2016
  Symetra Life Insurance Co., Inc.
  Bellevue, WA
• 03/2016 → 09/2016
  Symetra Securities Inc.
  Bellevue, WA
• 09/2016 → 10/2020
  The Retirement Solution Inc.
  Redmond, WA
• 09/2016 → 12/2017
  Retirement Income Solutions Inc.
  Redmond, WA
• 10/2016 → 03/2019
  Washington Officials Association
  Renton, WA
• 10/2020 → 02/2022
  Brighton Jones
  Scottsdale, AZ
• 02/2022 → 05/2022
  Jlfranklin Wealth Planning
  Marin, CA
• 06/2022 → 11/2024
  Versant Capital Management
  Phoenix, AZ
• 11/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-10-11 → 2024-11-08
  Versant Capital Management, Inc.
  Phoenix, AZ
• 2021-03-09 → 2022-02-09
  Brighton Jones Llc
  Seattle, WA
  Scottsdale, AZ
• 2016-09-20 → 2020-10-27
  The Retirement Solution Llc
  Redmond, WA
• 2014-04-07 → 2015-02-25
  Edward Jones
  Tempe, AZ
  Tempe, AZ
  Aberdeen, WA

Exams

• S66 Uniform Combined State Law Examination
  2014-04-04

Designations

• Certified Financial Planner