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Joseph W Wichlenski

Focus Partners Wealth, LLC

St. Louis, MO

Clayton, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-12-16
  • MO RA
    APPROVED
    Since 2024-12-16

Branch Locations

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

8182 Maryland Avenue Ste 500, Clayton, MO 63105 • 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
The Colony Group, Llc Boston MA 07/2024 Present
Buckingham Strategic Wealth, Llc Clayton MO 06/2024 06/2024
Buckingham Strategic Wealth, Llc Clayton MO 06/2023 07/2023
Morgan Stanley Kansas City MO 01/2023 05/2023
Waterway Carwash Saint Louis MO 04/2018 05/2023
Student Chesterfield MO 07/2014 04/2018
Univeristy Of Kansas Lawrence KS 05/2020 05/2024
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
  • 06/2024 → 06/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 06/2023 → 07/2023
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 01/2023 → 05/2023
    Morgan Stanley
    Kansas City, MO
  • 04/2018 → 05/2023
    Waterway Carwash
    Saint Louis, MO
  • 07/2014 → 04/2018
    Student
    Chesterfield, MO
  • 05/2020 → 05/2024
    Univeristy Of Kansas
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-14

View on SEC IAPD

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