William Ryan Smith

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

• 06/2014 → 06/2023
  Madison Wealth Advisors, Llc
  Lee'S Summit, MO
• 06/1990 → Present
  Farming Enterprise
  Marceline Township, MO
• 07/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-07-28 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Lee'S Summit, MO
  St Louis, MO
• 2014-06-26 → 2023-07-28
  Madison Wealth Advisors, Llc
  Lee'S Summit, MO

Other Businesses

FARMING ENTERPRISE MARCELINE TOWNSHIP, MO 64658 NON-INVESTMENT RELATED OWNER JUNE 1990 TO PRESENT FARMING OPERATION, RAISE CATTLE AND ROW CROPS TIME SPENT VARIES PER MONTH PER SEASON (5 HOURS IN WINTER MONTHS; 40 HOURS DURING SPRING AND SUMMER) ELITE FAMILY HOLDINGS LLC 527 N 291 HWY SUITE B LIBERTY, MO 64068 NON-INVESTMENT RELATED LLC OWNS BUILDING THAT IS LEASED TO TWO TENANTS SECRETARY / PARTNER DECEMBER 2021 - PRESENT DEVOTES 1 HOUR PER QUARTER FOR QUARTERLY MEETINGS, NOT DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-26

Designations

• Certified Financial Planner

Other Names

• Bill Smith