Elizabeth Breedlove-Homan Gustafson

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

• 09/2021 → 05/2024
  Roehl & Yi Investment Advisors, Llc
  Eugene, OR
• 05/2020 → 09/2021
  Unemployed
  Eugene, OR
• 09/2017 → 05/2020
  Boys And Girls Clubs Of Emerald Valley
  Eugene, OR
• 03/2016 → 09/2017
  Law Firm Of R. Scott Corey, Pc
  Springfield, OR
• 05/2024 → 02/2025
  Merriman
  Eugene, OR
• 02/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-06-07 → 2025-03-27
  Merriman
  Eugene, OR
  Seattle, WA
• 2022-12-16 → 2024-05-07
  Roehl & Yi Investment Advisors, Llc
  Eugene, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-16

Other Names

• Elizabeth Breedlove-Homan
• Elizabeth Planchon
• Elizabeth Gustafson