Ian Douglas Mackinnon

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

• 04/2022 → 10/2022
  Unemployed
  Philadelphia, PA
• 12/2015 → 04/2022
  Edmund Optics, Inc.
  Barrington, NJ
• 01/2025 → Present
  Attainable Real Estate Iq, Llc
  Cheltenham, PA
• 11/2022 → 11/2025
  Wealthbridge Financial
  Plymouth Mtg, PA
• 12/2025 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2023-08-10 → 2025-11-25
  Cetera Investment Advisers Llc
  Plymouth Meeting, PA
• 2023-02-03 → 2023-08-10
  Securian Financial Services, Inc.
  Plymouth Meeting, PA
  St. Paul, MN

Other Businesses

1) DVA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 1800 Byberry Rd, Suite 1404, Huntingdon Valley PA 19006, United States DESCRIPTION: Fixed Insurance sales; 2) NAME OF OTHER BUSINESS: ATTAINABLE REAL ESTATE IQ, LLC; INVESTMENT RELATED: NO; ADDRESS: 425 JEFFERSON AVE CHELTENHAM, PA 19012; NATURE OF BUSINESS: REAL ESTATE; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: BUYING, RENOVATING, SELLING OR LEASING AN INVESTMENT PROPERTY;

Exams

• S66 Uniform Combined State Law Examination
  2023-01-19

Other Names

• Ian Mackinnon