Jeffrey Michael Fosselman
Investment adviser representative at Focus Partners Wealth, LLC
22 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$181.9BFirm assets
Are you Jeffrey Michael Fosselman? 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
22 years in the industry.
- Focus Partners Wealth, LLCJan 2026 to now
- Kovitz Investment Group Partners, LLCAug 2024 to now
- Relative Value Partners, LLCDec 2015 to Aug 2024
- Self EmployedJan 2004 to Dec 2023
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
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
- 6168305
- Firm CRD
- 159289