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Andrea Conway

Focus Partners Wealth, LLC

Chicago, IL

CRD 7575821

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-04
  • IL RA
    APPROVED
    Since 2026-01-04

Branch Locations

10 South Wacker Drive Suite 2600, Chicago, IL 60606 • 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
Kovitz Investment Group Partners, Llc Chicago IL 09/2023 Present
Rbc Wealth Management Minneapolis MN 06/2022 09/2023
St. Olaf College Northfield MN 08/2018 05/2023
Dundee Crown High School Carpentersville IL 08/2014 08/2018
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 09/2023 → Present
    Kovitz Investment Group Partners, Llc
    Chicago, IL
  • 06/2022 → 09/2023
    Rbc Wealth Management
    Minneapolis, MN
  • 08/2018 → 05/2023
    St. Olaf College
    Northfield, MN
  • 08/2014 → 08/2018
    Dundee Crown High School
    Carpentersville, IL
  • 01/2026 → Present
    St. Louis, MO
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Andy Lauren Conway

View on SEC IAPD

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