Logan Andrew Ballard

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

• 05/2017 → 05/2017
  Unemployed
  Edwardsville, IL
• 10/2016 → 05/2017
  Wingstop
  Edwardsville, IL
• 08/2016 → 10/2016
  Unemployed
  Edwardsville, IL
• 05/2017 → 02/2018
  Scottrade
  St. Louis, MO
• 02/2018 → 04/2019
  Td Ameritrade, Inc.
  St Louis, MO
• 09/2019 → 04/2022
  Wells Fargo Clearing Services
  St Louis, MO
• 09/2019 → 04/2022
  Areotek Inc
  St Louis, MO
• 04/2019 → 09/2019
  Unemployed
  St. Louis, MO
• 04/2022 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-08-22 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-22
• S63 Uniform Securities Agent State Law Examination
  2017-07-22

Other Names

• Logan Andrew Ballard
• Logan Ballard