Leanne J. Geer

FOCUS PARTNERS ADVISOR SOLUTIONS

ST. LOUIS, MO 63105

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CRD#: 6722092

Professional summary

Leanne Jeannette Geer, who also goes by Leanne Jeannette Nelms, Leanne Jeannette Nuckolls, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in St. Louis, Missouri.

Leanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Leanne has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leanne Jeannette Nelms | Leanne Jeannette Nuckolls

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.

07/2016-Present, Berylson Trucking, Saint Robert, MO, Bookkeeper, Sole Proprietorship, 8 hours/ month, 0 Sec Trading hrs. 01/2021-PRESENT; SOCIETY FOR CREATIVE ANACHRONISM; MILIPITAS, CA; POSITION: BRANCH EXCHEQUER (TREASURER); NOT INVESTMENT RELATED; 8 HRS/MO; 0 SECURITIES TRADING HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leanne Jeannette Geer'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®

None

Experience

Current

March 3, 2023 - Present

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

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

RIA

CRD#: 143319

ST. LOUIS, MO

Past

March 3, 2023 - July 1, 2024

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

ST LOUIS, MO

Past

December 4, 2020 - July 15, 2021

WADDELL & REED

RIA

CRD#: 866

SAINT ROBERT, MO

Past

December 4, 2020 - July 15, 2021

WADDELL & REED

CRD#: 866

SAINT ROBERT, MO

Past

December 4, 2018 - January 19, 2021

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ST ROBERT, MO

Past

November 27, 2018 - January 19, 2021

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ST ROBERT, 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
(3/3/2023)

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 66

Date: 12/4/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/15/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/27/2018

General Securities Representative 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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Leanne J. Geer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leanne Jeannette Geer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKINGHAM STRATEGIC WEALTH, LLC

WADDELL & REED

WADDELL & REED

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2018

Series 7TO

Date: 12/15/2022

SIE

Date: 11/28/2018

Series 7

Date: 11/27/2018

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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