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Cole Alexander Mccarter

Focus Partners Wealth, LLC

Indianapolis, IN

CRD 7864372

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-04
  • IN RA
    APPROVED
    Since 2025-06-04

Branch Locations

600 E. 96Th Street Suite 130, Indianapolis, IN 46240 • 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
Spectrum Wealth Management Indianapolis IN 06/2022 06/2025
Aviation Tax Consultants Columbus IN 12/2020 06/2022
Full-Time Student Columbus/Bloomington IN 08/2013 04/2022
Focus Partners Wealth, Llc Clayton MO 06/2025 Present
  • 06/2022 → 06/2025
    Spectrum Wealth Management
    Indianapolis, IN
  • 12/2020 → 06/2022
    Aviation Tax Consultants
    Columbus, IN
  • 08/2013 → 04/2022
    Full-Time Student
    Columbus/Bloomington, IN
  • 06/2025 → Present
    Focus Partners Wealth, Llc
    Clayton, MO
Previous Registrations
  • 2024-04-25 → 2025-06-30
    Spectrum Wealth Management
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-24
  • S65 Uniform Investment Adviser Law Examination
    2024-04-24

View on SEC IAPD

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