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RIA / WealthAdvisor33 years in industry

CHARLENE GRACE REARDON

Advisor at FOCUS PARTNERS WEALTH, LLC

Ann Arbor, MI

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Search this name across graphsid dfx:ria:eac173b0-1a8d-cd1a-63c6-e6d745fae2ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 17, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOCUS PARTNERS WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 6, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 6, 1992
First registration: Sep 17, 2010
Dual registered: no
Other names: CHARLENE GRACE REARDON
IAPD individual key: 1949041

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jan 14, 2026	n/a	yes	Ann Arbor, MI	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jan 5, 2025	Mar 20, 2026	no	Ann Arbor, MI	Previous registration
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Mar 1, 2024	Dec 31, 2024	no	SOUTHFIELD, MI	Previous registration
TELEMUS CAPITAL, LLC	Former SEC adviser	Sep 12, 2013	Mar 21, 2024	no	SOUTHFIELD, MI	Previous registration
TELEMUS INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Nov 2, 2012	Sep 12, 2013	no	SOUTHFIELD, MI	Previous registration
BEACON ASSET MANAGEMENT, LLC	Former SEC adviser	Sep 17, 2010	Sep 12, 2013	no	SOUTHFIELD, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NORTHCOAST ASSET MANAGEMENT LLC	FOCUS PARTNERS WEALTH, LLC	Mar 20, 2026	Jan 14, 2026	-65	Bulk transfer	RIA to RIA
TELEMUS CAPITAL, LLC	NORTHCOAST ASSET MANAGEMENT LLC	Mar 21, 2024	Mar 1, 2024	-20	Firm change	RIA to RIA
TELEMUS INVESTMENT MANAGEMENT, LLC	TELEMUS CAPITAL, LLC	Sep 12, 2013	Sep 12, 2013	0	Firm change	Other
BEACON ASSET MANAGEMENT, LLC	TELEMUS INVESTMENT MANAGEMENT, LLC	Sep 12, 2013	Nov 2, 2012	-314	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
168794:282241:MI:2024-03-21	Mar 21, 2024	Mar 1, 2024	SOUTHFIELD, MI	Firm change

Relationships

Registered with (5)

→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: current employment
Jan 14, 2026 to presentfactForm ADV
→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 5, 2025 to Mar 20, 2026factForm ADV
→ TELEMUS CAPITAL, LLCRegistered adviserregistration: previous registration
Sep 12, 2013 to Mar 21, 2024factForm ADV
→ TELEMUS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 2, 2012 to Sep 12, 2013factForm ADV
→ BEACON ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 17, 2010 to Sep 12, 2013factForm ADV

Dated events

Occurred
Mar 21, 2024
Advisor changed firm
Charlene Grace Reardon left Telemus Capital, Llc for Northcoast Asset Management Llc (registered 2024-03-01)
Form ADVobserved 4 days ago