Colleen Rosamond Gepp

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

• 04/2006 → Present
  Hoylecohen, Llc
  San Diego, CA
• 09/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2006-09-25 → 2024-11-21
  Hoylecohen, Llc
  San Diego, CA
• 2004-05-04 → 2008-10-21
  Mid Atlantic Financial Management, Inc.
  San Diego, CA
• 2002-12-09 → 2006-09-13
  Hoylecohen,Inc.
  San Diego, CA
• 1997-07-08 → 2004-05-04
  Fdx Advisors, Inc.
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-19
• S63 Uniform Securities Agent State Law Examination
  1986-12-16

Designations

• Certified Financial Planner

Other Names

• Colleen Rosamond Hook
• Colleen R Decker
• Colleen Rosamond Weston