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Nicholas Andrew Tarr

Investment adviser representative at Focus Partners Wealth, LLC
13 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

13 years in the industry.

  1. Focus Partners Wealth, LLCJul 2025 to now
  2. Savant Wealth ManagementJun 2024 to Jun 2025
  3. Savant Wealth ManagementJun 2023 to Aug 2023
  4. Illinois State UniversityAug 2022 to May 2024
  5. Edward Jones InvestmentsJun 2022 to May 2023
  6. The First National Bank In AmboySep 2021 to Jun 2022
  7. Sauk Valley Community CollegeJun 2019 to May 2022
  8. Advanced Crop Care Inc.May 2019 to Sep 2021
  9. Woodhaven AssociationMay 2018 to Sep 2018
  10. Amboy High SchoolJul 2017 to May 2021
  11. Amboy Junior High SchoolAug 2013 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
7537136
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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