Best Investors Account Sign in
Inactive

Brooke Hutzler Heidelbaugh

Focus Partners Wealth, LLC

St. Louis, MO

Southlake, TX

Claim This Profile
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

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor