Roger Lewis Millbrook

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

• 11/1998 → Present
  Siena Accounting, Cpa, Pllc
  Grand Ledge, MI
• 09/2000 → 10/2021
  Siena Wealth Advisors
  Grand Ledge, MI
• 01/2005 → Present
  Hicks Millbrook & Cwayna, Pllc
  Grand Ledge, MI
• 10/2021 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 04/2022 → Present
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-10-29 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Wlliamston, MI
  Grand Ledge, MI
• 2010-04-21 → 2021-10-29
  Siena Wealth Advisors
  Grand Ledge, MI
  Grand Ledge, MI

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-27

Designations

• Personal Financial Specialist