Kristen R. Donovan

FOCUS PARTNERS ADVISOR SOLUTIONS

ST. LOUIS, MO 63105

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CRD#: 5291875

Professional summary

Kristen Renee Donovan, AIF®, who also goes by Kristen Renee Felton, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in St. Louis, Missouri.

Kristen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kristen has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristen Renee Felton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FIDELITY; INVESTMENT RELATED; 100 CROSBY PARKWAY, KC1H COVINGTON, KY 41015; RETIREMENT PLANNING; AD BOARD MEMBER; STARTED 7/01/2021; 1-5 HOURS PER MONTH DURING NON-BUSINESS HOURS; 1-5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; ATTEND TWO EVENTS EACH YEAR WITH OTHER MEMBERS OF THE RETIREMENT PLAN INDUSTRY AND INDUSTRY LEADERS TO PROVIDE UPDATES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Renee Donovan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 17, 2021 - Present

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Office #1: 190 Carondelet Plaza Suite 600, St. Louis, MO 63105

RIA

CRD#: 143319

ST. LOUIS, MO

Past

September 15, 2015 - November 14, 2024

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

ST LOUIS, MO

Past

July 6, 2009 - November 11, 2014

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

RIA

CRD#: 121307

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

BAM ADVISOR SERVICES, LLC | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA

Registered Investment Advisory firm - (2/1/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(12/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/3/2009

Uniform Investment Adviser Law Examination

Current Firm

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

BAM ADVISOR SERVICES, LLC | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA

Registered Investment Advisory firm - (2/1/2007 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(314) 725-0455

Established

Firm type

Fiscal year end

# of Employees

368

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/27/2025)

ADV PART 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	78,053
AUM (Assets Under Management)	$ 32,238,330,999

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kristen R. Donovan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristen Renee Donovan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Primary Firm SEC Registration

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2009

Current Firm

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

TRUST BUT VERIFY

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