Heidi Marie Rogan

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

• 05/2019 → 03/2023
  Stifel
  Clayton, MO
• 07/2018 → 05/2019
  Moneta Group
  Clayton, MO
• 02/2014 → 07/2018
  Metlife/Massmutual
  Chesterfield, MO
• 03/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-10-26 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2022-02-24 → 2023-04-11
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Other Businesses

1. Notary; 8000 Maryland Ave, Clayton, MO 63105; Notarize Documents; 04/30/2020; 0 Hours per Day; During Securities Trading Hours; Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-23

Other Names

• Heidi Wetter
• Heidi Marie Wetter