Alan Carl Johnson

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

• 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

• S65 Uniform Investment Adviser Law Examination
  1992-05-05
• S63 Uniform Securities Agent State Law Examination
  1985-06-20