Amy Carol Berry

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

• 03/2016 → 05/2019
  Wealthquest Financial
  Norfolk, VA
• 05/2019 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2023-04-06 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Norfolk, VA
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-06

Designations

• Certified Financial Planner