Tammy Lynn Courtney
Investment adviser representative at Focus Partners Wealth, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.9BFirm assets
Are you Tammy Lynn Courtney? Claim your profile
Contact this firm
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
16 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- The Colony Group, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCAug 2010 to now
- Bam Management, LLCApr 2022 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 4763411
- Firm CRD
- 159289