Chandler Marie Peterson

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

• 08/2014 → 05/2018
  University Of Minnesota - Twin Cities
  Minneapolis, MN
• 05/2017 → 05/2018
  Wells Fargo Securities
  Minneapolis, MN
• 05/2018 → 09/2018
  Unemployed
  Minneapolis, MN
• 09/2018 → 06/2021
  U.S. Bank Private Wealth Management
  Minneapolis, MN
• 07/2021 → 05/2024
  Cresset
  Minnetonka, MN
• 05/2024 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Designations

• Certified Financial Planner