Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Omaha, A to Z.
5 registered advisors work at Focus Partners Wealth, LLC in Omaha, out of 986 at the firm nationwide; it ranks number 55 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors in Omaha, A to Z
Every Focus Partners Wealth, LLC advisor →- Charles D. DornInvestment adviser rep
- Richard M. HomanCertified Financial Planner
- Matthew W. McBrideInvestment adviser rep
- Jamie L. SlaughterCertified Financial Planner
- Kevin W. StillmanInvestment adviser rep
Focus Partners Wealth, LLC advisors in every city and state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC advisors in other cities
St. Louis, MO 172Chicago, IL 49Atlanta, GA 31Boston, MA 29Deerfield, IL 26Scottsdale, AZ 24Clayton, MO 23Wellesley, MA 22Menlo Park, CA 20Walnut Creek, CA 18Nashville, TN 17Indianapolis, IN 16New York, NY 15Pittsburg, PA 15Seattle, WA 15
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33
Questions
How many financial advisors does Focus Partners Wealth, LLC have in Omaha?
5 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 986 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Focus Partners Wealth, LLC one of the largest advisor employers in Omaha?
Focus Partners Wealth, LLC ranks number 55 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Focus Partners Wealth, LLC advisor in Omaha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Focus Partners Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.