Daniel Evans

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

• 08/2022 → 08/2023
  Ameriprise Financial Services, Llc
  Colorado Springs, CO
• 09/2021 → 04/2022
  Worldventure
  Denver, CO
• 12/2019 → 05/2020
  First Financial Bank
  Bryan, TX
• 06/2020 → 08/2020
  Fidelity Investments
  Westlake, TX
• 08/2020 → 04/2021
  First Financial Bank
  Bryan, TX
• 09/2019 → 12/2019
  Double Dave's
  College Station, TX
• 04/2021 → 08/2021
  N/A
  Houston, TX
• 08/2017 → 08/2019
  N/A
  Bryan, TX
• 05/2015 → 08/2017
  Memorial Athletic Club
  Houston, TX
• 06/2016 → 08/2017
  Prime Automotive
  Houston, TX
• 05/2022 → 07/2022
  N/A
  Houston, TX
• 05/2018 → 06/2018
  Pine Cove Camps
  Columbus, TX
• 05/2019 → 08/2019
  Pine Cove Camps
  Columbus, TX
• 08/2023 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2023-08-22 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Colorado Springs, CO
• 2023-03-07 → 2023-08-08
  Ameriprise Financial Services, Llc
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03