Kelly Jeanne Hokanson
Investment Adviser Representative at Focus Partners Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Jeanne Hokanson is an investment adviser representative with Focus Partners Wealth, LLC in Kansas City, MO, where they have been registered since 2024. They have worked in the securities industry since 2001 and have been registered with 4 firms, including Buckingham Strategic Wealth, LLC and The Planned Approach. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kansas, Missouri, and Texas.
Registrations & licenses
- Investment adviser:
- Kansas, Missouri, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Planned Approach, Inc. (166638)Apr 2013 – Jun 2020Kansas City, MO
- THE Planned Approach, Inc.(309276)Jun 2020 – Nov 2021Kansas City, MO
- THE Planned Approach, Inc.Oct 2002 – Nov 2021Kansas City, MO
- Buckingham Strategic Wealth, LLCNov 2021 – no end date reportedClayton, MO
- BAM Management, LLCNov 2022 – Jun 2024Clayton, MO
- THE Colony Group, LLCJul 2024 – no end date reportedBoston, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Focus Partners Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,032
- Offices listed on AdvisorFinder:
- 100
- Main office:
- St. Louis, MO
- SEC file number:
- 801-72862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Focus Partners Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Jeanne Hokanson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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