David Bosch

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

• 04/2017 → 06/2018
  Securian Financial Services Inc.
  St. Paul, MN
• 04/2017 → 06/2018
  Minnesota Life
  St. Paul, MN
• 04/2017 → 05/2018
  Renaissance Financial Services Inc.
  St. Paul, MN
• 05/2015 → 08/2017
  Ymca
  Kirkwood, MO
• 08/2013 → 05/2017
  University Of Missouri
  Columbia, MO
• 06/2018 → 11/2021
  Stifel Nicolaus & Co Inc
  St. Louis, MO
• 11/2021 → 07/2024
  Buckingham Strategic Wealth,Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2022-01-03 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2018-10-30 → 2021-11-12
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
• 2017-08-09 → 2018-06-13
  Securian Financial Services, Inc.
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-06-15

Other Names

• David Nicholas Bosch