Susan Michelle Hanlon

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

• 12/2015 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2015-12-21 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2012-08-01 → 2013-10-31
  First Heartland Consultants, Inc.
  Saint Charles, MO
  Saint Louis, MO
• 2007-02-05 → 2012-03-27
  Edward Jones
  Wildwood, MO
  Florissant, MO
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-02
• S66 Uniform Combined State Law Examination
  2006-09-07

Other Names

• Susan Hanlon
• Susan Michelle Hanlon
• Susan Michelle Hemminghaus