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Ryan Thomas Berning

Focus Partners Wealth, LLC

St. Louis, MO

Portland, OR

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-02
TX RA APPROVED 2024-07-02
  • OR RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-02

Branch Locations

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

1211 Sw 5Th Avenue Suite 1200, Portland, OR 97204 • 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
Ctc Mycfo Portland OR 06/2011 01/2017
Confluence Wealth Management Portland OR 02/2017 11/2020
Buckingham Strategic Wealth, Llc Clayton MO 12/2020 Present
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-10
  • S65 Uniform Investment Adviser Law Examination
    2017-03-10
Designations

View on SEC IAPD

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