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Claire Louise Schulte

Focus Partners Wealth, LLC

Kansas City, MO

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-04
  • MO RA
    APPROVED
    Since 2025-11-04

Branch Locations

420 West 98 Street, Kansas City, MO 64114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimerfunds Denver CO 09/2014 09/2018
Sharkey, Howes And Javer, Inc. Denver CO 09/2018 06/2024
N/A N/A XX 06/2024 12/2024
Focus Partners Wealth, Llc Boston MA 12/2024 Present
  • 09/2014 → 09/2018
    Oppenheimerfunds
    Denver, CO
  • 09/2018 → 06/2024
    Sharkey, Howes And Javer, Inc.
    Denver, CO
  • 06/2024 → 12/2024
    N/A
    N/A, XX
  • 12/2024 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-10-19
  • S63 Uniform Securities Agent State Law Examination
    2015-10-19
Designations
Other Names
  • Claire Louise Oneill
  • Claire Louise O'NEill

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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