TrueAdvisor
TrueAdvisor
CI
CI

Constanza Jelambi Illanes

Focus Partners Wealth, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Focus Partners Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Focus Partners Wealth, LLC
July 2024 - Present · 1 yr 7 mos
Focus Partners Advisor Solutions, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
July 2024 - August 2024 · 1 mo
Stifel, Nicolaus & Company, Incorporated
July 2024 - August 2024 · 1 mo
Buckingham Strategic Wealth, LLC
May 2022 - July 2024 · 2 yrs 2 mos
Multi-Bank Securities, INC.Broker
October 2021 - January 2022 · 3 mos
Wells Fargo Clearing Services, LLCBroker
September 2018 - July 2021 · 2 yrs 10 mos
State Registrations2 states
FLMO
Advisor
Exams
No exam information available for this advisor.