Mark
Sheridan
Focus Partners Advisor Solutions, LLC
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About this Advisor
Mark Sheridan is a financial advisor based in Saint Louis, Missouri, working with Focus Partners Advisor Solutions, LLC. Mark has previously worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Lifetime Fitness, University Of Missouri, Marquette High School, Lpl Financial, Cutter And Company Brokerage Inc, Blattel & Associates, Wells Fargo Clearing Services LLC, Massmutual Life Insurance Company, Mml Investors Services, LLC, Buckingham Strategic Wealth, LLC, and Buckingham Strategic Partners, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Mark is part of Focus Partners Advisor Solutions, LLC, which is located in Saint Louis, Missouri. The firm has 368 employees and manages assets totaling $29.9 billion. The firm serves charitable organizations and high-net-worth individuals. Services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Focus Partners Advisor Solutions, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focus Partners Advisor Solutions, LLC Brokerage Details
$29,861,795,147
368
83,623
$357,100
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Mark Sheridan Work History
Buckingham Strategic Partners, LLC
Buckingham Strategic Wealth, LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
Cutter And Company Brokerage Inc
Blattel & Associates
Wells Fargo Clearing Services LLC
Marquette High School
Lpl Financial
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Lifetime Fitness
University Of Missouri
Lifetime Fitness
University Of Missouri
Disclosures
Please visit the SEC profile of Mark Sheridan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Focus Partners Advisor Solutions, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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