David Venegas
Investment adviser representative at Focus Partners Wealth, LLC
19 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Focus Partners Wealth, LLCMay 2024 to now
- The Colony Group, LLCMay 2024 to now
- Interocean Capital Group, LLCAug 2022 to now
- CitigroupJan 2022 to Aug 2022
- Fifth Third BankOct 2019 to Jan 2022
- Fifth Third SecuritiesOct 2019 to Jan 2022
- Optionsxpress, Inc.Jun 2016 to Oct 2017
- Charles Schwab & Co., Inc.Sep 2007 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2197172
- Firm CRD
- 159289