Patrick Mason Czerwinski

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

• 10/2021 → 02/2024
  Keybank
  Eugene, OR
• 08/2021 → 09/2021
  Unemployed
  Eugene, OR
• 09/2020 → 08/2021
  Family Dollar/ Dollar Tree
  Buena Vista, CO
• 07/2020 → 09/2020
  The Best Western Vista Inn
  Buena Vista, CO
• 04/2020 → 09/2021
  Robbie Cooper
  Buena Vista, CO
• 08/2019 → 04/2020
  The Rope Llc
  Buena Vista, CO
• 05/2019 → 08/2019
  Unemployed
  Boulder, CO
• 12/2018 → 05/2019
  Fate Brewing Company
  Boulder, CO
• 01/2018 → 12/2018
  The Lobby
  Denver, CO
• 11/2017 → 01/2018
  Unemployed
  Boulder, CO
• 05/2017 → 11/2017
  The Hilton Garden Inn
  Denver, CO
• 10/2015 → 05/2017
  Fate Brewing Company
  Boulder, CO
• 04/2023 → 02/2024
  Key Investment Services
  Eugene, OR
• 02/2024 → 02/2025
  Merriman Wealth
  Eugene, OR
• 02/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-05-13 → 2025-03-27
  Merriman
  Eugene, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-13
• S63 Uniform Securities Agent State Law Examination
  2023-05-16