Dante Peterson

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

• 06/2021 → 01/2022
  Tmd Wealth Management Llc
  Scottsdale, AZ
• 08/2018 → 05/2022
  Arizona State University
  Tempe, AZ
• 06/2020 → 11/2020
  Arizona Gop
  Phoenix, AZ
• 08/2019 → 03/2020
  Shake Smart
  Tempe, AZ
• 05/2016 → 07/2018
  Woodside Health And Tennis Club
  Westwood, KS
• 05/2014 → 05/2018
  Mill Valley High School
  Shawnee, KS
• 01/2022 → 06/2022
  Tmd Wealth Management Llc
  Scottsdale, AZ
• 06/2022 → 07/2024
  Tmd Wealth Mangement Llc
  Scottsdale, AZ
• 07/2024 → Present
  Kovitz Investment Group Partners, Llc
  Scottsdale, AZ
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-27 → 2026-03-20
  Northcoast Asset Management Llc
  Scottsdale, AZ
• 2024-07-30 → 2024-12-31
  Northcoast Asset Management Llc
  Scottsdale, AZ
• 2022-01-26 → 2024-07-01
  Tmd Wealth Management
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-22

Designations

• Certified Financial Planner