Brandon Francis Shimoun
Investment adviser representative at Focus Partners Wealth, LLC
17 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
17 years in the industry.
- Focus Partners Wealth, LLCSep 2026 to now
- Goldman SachsAug 2024 to Aug 2026
- Comerica BankJan 2023 to Aug 2024
- Bank of America, N.A.Aug 2022 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Apr 2022 to Jan 2023
- Fidelity InvestmentsJun 2021 to Mar 2022
- UnemployedMay 2020 to May 2021
- DeloitteJan 2020 to Apr 2020
- Merrill LynchApr 2019 to Jul 2019
- Wayne StateApr 2018 to May 2021
- Syk Cpa'sApr 2018 to Apr 2019
- Wayne StateSep 2017 to Mar 2018
- WalmartAug 2017 to Nov 2017
- UnemployedJan 2009 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7099185
- Firm CRD
- 159289