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Whitney Kathryn Spalding Spencer

Focus Partners Wealth, LLC

Denver, CO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-04
IL RA APPROVED 2026-01-04
  • CO RA
    APPROVED
    Since 2026-01-04
  • IL RA
    APPROVED
    Since 2026-01-04

Branch Locations

3733 Lipan St., Denver, CO 80211 • 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
Nacsa Chicago IL 02/2011 11/2017
Brownson, Rehmus & Foxworth Chicago IL 11/2017 12/2021
Relative Value Partners, Llc Northbrook IL 01/2022 08/2024
Kovitz Investment Group Partners, Llc Denver CO 08/2024 Present
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
  • 02/2011 → 11/2017
    Nacsa
    Chicago, IL
  • 11/2017 → 12/2021
    Brownson, Rehmus & Foxworth
    Chicago, IL
  • 01/2022 → 08/2024
    Relative Value Partners, Llc
    Northbrook, IL
  • 08/2024 → Present
    Kovitz Investment Group Partners, Llc
    Denver, CO
  • 01/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-23
  • S65 Uniform Investment Adviser Law Examination
    2018-04-23
Designations
Other Names
  • Whitney Kathryn Spalding
  • Whitney Spalding Spencer

View on SEC IAPD

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ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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