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Craig Evans Carnick

Focus Partners Wealth, LLC

Colorado Springs, CO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-07
  • CO RA
    APPROVED
    Since 2026-01-07

Branch Locations

9450 Federal Drive Suite 130, Colorado Springs, CO 80921 • 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
Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc Denver CO 04/2016 Present
Kovitz Investment Group Partners, Llc Colorado Springs CO 04/2025 Present
Focus Partners Wealth St. Louis MO 01/2026 Present
  • 04/2016 → Present
    Transform Wealth, Llc F.K.A. Carnick & Kubik Group, Llc
    Denver, CO
  • 04/2025 → Present
    Kovitz Investment Group Partners, Llc
    Colorado Springs, CO
  • 01/2026 → Present
    Focus Partners Wealth
    St. Louis, MO
Previous Registrations
  • 2025-04-01 → 2026-03-20
    Northcoast Asset Management Llc
    Colorado Springs, CO
  • 2016-06-09 → 2025-04-03
    Transform Wealth, Llc
    Denver, CO
    Greenwood Village, CO
  • 2011-11-02 → 2016-06-09
    Carnick & Kubik, Llc
    Denver, CO
  • 1999-01-01 → 2011-11-03
    Carnick & Company, Incorporated
    Colorado Springs, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1979-12-11
  • S63 Uniform Securities Agent State Law Examination
    1979-12-11
Designations

View on SEC IAPD

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Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

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