Brian Rouch Brush

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

• 08/2013 → 03/2022
  Lumia Wealth, Llc (Formerly Cornerstone Wealth Advisors, Llc)
  Overland Park, KS
• 04/2022 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 10/2022 → 06/2024
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-04-01 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Kansas City, MO
  St Louis, MO
• 2013-10-23 → 2022-04-01
  Lumia Wealth, Llc
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-23
• S63 Uniform Securities Agent State Law Examination
  1999-03-23

Designations

• Certified Financial Planner