Roger
Millbrook
Focus Partners Wealth, LLC
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About this Advisor
Roger Millbrook is a financial advisor based in Grand Ledge, Michigan, working with Focus Partners Wealth, LLC. Roger has previously worked at Siena Accounting, Cpa, Pllc, Siena Wealth Advisors, Hicks Millbrook & Cwayna, Pllc, Buckingham Strategic Wealth, LLC, Bam Management, LLC, and The Colony Group, LLC. Roger has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Roger is part of Focus Partners Wealth, LLC, which operates in Grand Ledge, Michigan. The firm has 96 offices and 1,385 employees. Focus Partners Wealth, LLC manages assets totaling $95.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structures at Focus Partners Wealth, LLC include asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focus Partners Wealth, LLC Brokerage Details
$95,889,888,426
1,385
124,141
$772,427
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Roger Millbrook Work History
The Colony Group, LLC
Bam Management, LLC
Buckingham Strategic Wealth, LLC
Hicks Millbrook & Cwayna, Pllc
Siena Accounting, Cpa, Pllc
Siena Wealth Advisors
Disclosures
Please visit the SEC profile of Roger Millbrook 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 Wealth, LLC
Nashville, TN
Santa Monica, CA
Boston, MA
Bellevue, WA
Boston, MA
Boston, MA
New York, NY
Wellesley Hills, MA
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