John Michael Finnegan

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

• 10/2014 → 08/2022
  Granite Financial Partners
  Milford, NH
• 12/2016 → 08/2022
  Granite Financial Partners Llc
  Milford, NH
• 09/2022 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2017-11-15 → 2022-09-07
  Granite Financial Partners
  Milford, NH

Other Businesses

the name of the other business: Concord Community Music School whether the business is investment-related: No the address of the other business: 23 Wall St. Concord, NH 03301 the nature of the other business: foster a sense of community through music by providing the fullest possible array of musical experiences your position: Board Member title, or relationship with the other business: Board Member the start date of your relationship: 3/25/25 the approximate number of hours/month you devote to the other business: 2 hours the number of hours you devote to the other business during securities trading hours: close to 0 I would say and briefly describe your duties relating to the other business: participate in board meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-15