Trisha Doyle Fitzer

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

• 01/2016 → 01/2019
  Minnesota Life
  St. Paul, MN
• 01/2016 → 01/2019
  Securian Financial Services Inc.
  St. Paul, MN
• 01/2016 → 01/2019
  Renaissance Financial
  St. Louis, MO
• 01/2019 → 09/2019
  Securian Financial Services Inc.
  St. Paul, MN
• 01/2019 → 09/2019
  Renaissance Financial
  St. Louis, MO
• 03/2020 → 05/2021
  Edward Jones
  St. Louis, MO
• 09/2019 → 03/2020
  Homemaking
  St. Louis, MO
• 06/2021 → 05/2023
  Commonwealth Financial Network
  St. Louis, MO
• 05/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-05-30 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2021-06-16 → 2023-04-28
  Commonwealth Financial Network
  Creve Coeur, MO
• 2020-06-17 → 2021-05-27
  Edward Jones
  St Louis, MO
• 2016-07-07 → 2019-09-26
  Securian Financial Services, Inc.
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2016-04-25

Other Names

• Trisha Anne Doyle
• Trisha Anne Fitzer