Best Investors Account Sign in
Inactive

Alan Carl Johnson

Focus Partners Wealth, LLC

St. Louis, MO

Lincoln, NE

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-07-02
TX RA APPROVED 2024-07-01
  • NE RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

4501 South 86Th Street, Lincoln, NE 68526 • 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
Lpl Financial Llc Lincoln NE 10/2006 03/2017
Executive Wealth Management Lincoln NE 10/2015 03/2017
Buckingham Strategic Wealth, Llc St. Louis MO 04/2017 Present
Bam Management, Llc Clayton MO 11/2017 06/2024
The Colony Group, Llc Boston MA 07/2024 Present
  • 10/2006 → 03/2017
    Lpl Financial Llc
    Lincoln, NE
  • 10/2015 → 03/2017
    Executive Wealth Management
    Lincoln, NE
  • 04/2017 → Present
    Buckingham Strategic Wealth, Llc
    St. Louis, MO
  • 11/2017 → 06/2024
    Bam Management, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2017-04-19 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Lincoln, NE
    St Louis, MO
    Lincoln, NE
  • 2015-11-18 → 2017-04-19
    Executive Wealth Management
    Lincoln, NE
  • 2006-10-23 → 2016-02-04
    Lpl Financial Llc
    Lincoln, NE
  • 1997-07-31 → 2006-10-23
    Citigroup Global Markets Inc.
    Lincoln, NE
    Lincoln, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-05-05
S63 Uniform Securities Agent State Law Examination 1985-06-20
  • S65 Uniform Investment Adviser Law Examination
    1992-05-05
  • S63 Uniform Securities Agent State Law Examination
    1985-06-20

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor