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Brooke Hutzler Heidelbaugh

Focus Partners Wealth, LLC

St. Louis, MO

Southlake, TX

CRD 7866089

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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
TX RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092 • 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
Texas A&M University College Station TX 08/2019 05/2023
Trinity Christian Academy Addison TX 08/2016 05/2019
Buckingham Strategic Wealth, Llc Southlake TX 07/2023 07/2024
Focus Partners Wealth, Llc Boston MA 07/2024 Present
  • 08/2019 → 05/2023
    Texas A&M University
    College Station, TX
  • 08/2016 → 05/2019
    Trinity Christian Academy
    Addison, TX
  • 07/2023 → 07/2024
    Buckingham Strategic Wealth, Llc
    Southlake, TX
  • 07/2024 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2024-05-11 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Southlake, TX
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
Other Names
  • Brooke Montgomery Hutzler

View on SEC IAPD

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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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