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Arthur Edward Zaske

Focus Partners Wealth, LLC

Bingham Farms, MI

CRD 475935

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-05-03
  • MI RA
    APPROVED
    Since 2024-05-03

Branch Locations

31700 Telegraph Road Suite 260, Bingham Farms, MI 48025 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Arthur Zaske & Associates, Llc Bloomfield Hills MI 07/2016 06/2023
Interocean Capital Group, Llc Bingham Farms MI 06/2023 Present
The Colony Group, Llc Boston MA 05/2024 Present
  • 07/2016 → 06/2023
    Arthur Zaske & Associates, Llc
    Bloomfield Hills, MI
  • 06/2023 → Present
    Interocean Capital Group, Llc
    Bingham Farms, MI
  • 05/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-06-07 → 2024-07-30
    Interocean Capital
    Bingham Farms, MI
    Nashville, TN
  • 2016-08-04 → 2023-06-07
    Arthur Zaske & Associates, Llc
    Bingham Farms, MI
    Bingham Farms, MI
  • 2010-07-02 → 2016-08-18
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-18
S63 Uniform Securities Agent State Law Examination 2008-10-08
  • S65 Uniform Investment Adviser Law Examination
    2010-06-18
  • S63 Uniform Securities Agent State Law Examination
    2008-10-08

View on SEC IAPD

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