Kristopher Roche

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

• 08/2014 → 08/2018
  George Mason University
  Fairfax, VA
• 07/2018 → 03/2019
  Lost Dog Cafe
  Mclean, VA
• 03/2019 → 03/2023
  West Financial Services, Inc.
  Mclean, VA
• 03/2023 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-09-05 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Charlotte, NC
  St Louis, MO
  Glendale, AZ
• 2022-10-04 → 2023-03-06
  West Financial Services, Inc.
  Mclean, VA

Designations

• Certified Financial Planner

Other Names

• Kris Roche