Daniel Thomas Newquist

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

• 01/2006 → 06/2020
  Rnp Advisory Services Inc.
  Morgan Hill, CA
• 12/2008 → 12/2016
  Foothill Securities, Inc.
  Morgan Hill, CA
• 01/2006 → 05/2020
  Rnp Estate And Insurance, Inc.
  Morgan Hill, CA
• 01/2008 → 06/2020
  Rnp Advisory Services, Inc.
  Morgan Hill, CA
• 02/2008 → 05/2020
  Bellatore Financial Inc
  San Jose, CA
• 10/2000 → 05/2020
  Rnp Estate And Insurance, Inc. (Agent)
  Morgan Hill, CA
• 01/2016 → 05/2020
  Charter School Of Morgan Hill Foundation
  Morgan Hill, CA
• 12/2016 → 05/2020
  Securities America, Inc.
  Morgan Hill, CA
• 06/2020 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2020-07-01 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Morgan Hill, CA
  St Louis, MO
• 2018-03-26 → 2020-07-01
  Rnp Advisory Services, Inc.
  Morgan Hill, CA
• 2006-06-22 → 2017-12-31
  Rnp Advisory Services, Inc.
  Morgan Hill, CA
• 2002-09-27 → 2005-03-31
  Lpl Financial Llc
  Morgan Hill, CA

Exams

• S66 Uniform Combined State Law Examination
  2002-09-17
• S63 Uniform Securities Agent State Law Examination
  1999-02-02

Designations

• Certified Financial Planner