Gregory C Finke
Investment adviser representative at Focus Partners Wealth, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm assets
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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
20 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCMar 2024 to Jul 2024
- Charles Schwab Bank, SsbJul 2022 to Jan 2024
- Charles Schwab & Co., Inc.Jan 2022 to Jan 2024
- TD Ameritrade Investment Management, LLCMay 2020 to Dec 2022
- TD Ameritrade, Inc.May 2020 to Dec 2022
- Alexander Homes, LLCJun 2019 to Dec 2020
- MML Investors ServicesSep 2017 to Jun 2019
- Finke Financial, LLCApr 2017 to Mar 2023
- Massmutual Life Insurance CompanyMay 2011 to Jul 2019
- Stewardship Capital, Ltd.Aug 2004 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4940666
- Firm CRD
- 159289