Ryan Thomas Berning

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

• 06/2011 → 01/2017
  Ctc Mycfo
  Portland, OR
• 02/2017 → 11/2020
  Confluence Wealth Management
  Portland, OR
• 12/2020 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2020-12-23 → 2024-07-02
  Buckingham Strategic Wealth, Llc
  Portland, OR
  St Louis, MO
• 2017-03-11 → 2020-12-23
  Confluence Wealth Management Llc
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-10

Designations

• Certified Financial Planner