Constanza Jelambi illanes
Investment adviser representative at Focus Partners Wealth, LLC
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- Focus Partners Advisor Solutions, LLCJul 2024 to now
- Stifel, Nicolaus & Company, IncorporatedJul 2024 to Jul 2024
- Buckingham Stragetic Wealth, LLCFeb 2022 to Jul 2024
- Multi-bank Securities, Inc.Oct 2021 to Jan 2022
- Buckingham Strategic Wealth, LLCAug 2021 to Oct 2021
- Wells Fargo Clearing Services LLCMay 2018 to Jul 2021
- N/aDec 2017 to May 2018
- St Louis Immersion SchoolNov 2017 to Dec 2017
- Ymca Mid CountyOct 2017 to Nov 2017
- Lindenwood UniversityAug 2017 to Dec 2017
- N/aMay 2017 to Aug 2017
- Kemper CorporationNov 2016 to May 2017
- N/aJun 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6428995
- Firm CRD
- 159289