Benjamin David Wayne Katsel
Financial advisor at Focus Partners Wealth · Tucson, AZ
Last updated 2026-10-10
Claim your profileBenjamin David Wayne Katsel is a financial advisor at Focus Partners Wealth in Tucson, AZ, CRD 7517611. Licenses and exams on the registration: Series 66. IAPD registration began 2023-08-23.
Registration
- CRD number
- 7517611
- Registration status
- Active
- IAPD registration
- 2023-08-23
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- AZ
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2023-07 to 2025-02 · Edward Jones · St. Louis, MO
- 2022-03 to 2023-07 · Edward Jones · Tucson, AZ
- 2019-10 to 2023-06 · University of Arizona · Tucson, AZ
- 2018-06 to 2022-07 · Towne Park · Tucson, AZ
- 2020-08 to 2020-11 · University of Arizona · Tucson, AZ
- 2018-02 to 2018-05 · Saddlebrook Retirement Community · Tucson, AZ
- 2013-07 to 2018-02 · Student · Tucson, AZ
- 2025-02 to 2026-08 · Mariner Wealth Advisors · Overland Park, KS
- 2026-08 to Present · Focus Partners Wealth, LLC · St. Louis, MO
Current employment
- Focus Partners Wealth, LLC · St. Louis, MO
Focus Partners Wealth
- Regulatory AUM
- $181,862,000,000
- Registered advisors
- 1,048
- Offices
- 406
- Clients per advisor
- 59.6 (Moderate)
- Average AUM per client
- $2.9M (Low)
- High-net-worth client ratio
- 48.3% (Moderate)
Focus Partners Wealth: advisors, services and reported ETF investments
About
Benjamin David Wayne Katsel is a CFP® financial advisor at Focus Partners Wealth, LLC, operating as Focus Partners Wealth in Tucson, AZ. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include Mariner Wealth Advisors, Edward Jones, University of Arizona, Towne Park, among others.
Focus Partners Wealth's firm-level Form ADV reports 1,048 advisors across 406 offices; approximately 59.6 clients per advisor, average assets per client of $2,911,376, and regulatory AUM of $181.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $50.2B across 847 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Benjamin David Wayne Katsel personally.
Reported ETF positions
Focus Partners Wealth reports 847 ETF positions worth $50.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| XLK — State Street Technology Select Sector SPDR ETF | $2.4B |
| DFAC — Dimensional U.S. Core Equity 2 ETF | $1.9B |
| VOO — Vanguard S&P 500 ETF | $1.8B |
| IVV — iShares Core S&P 500 ETF | $1.8B |
| SPY — SPDR S&P 500 ETF TRUST | $1.6B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Focus Partners Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $35.3M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | LRGF — iShares U.S. Equity Factor ETF | $35.3M | Top 99.7% | Addressable AUM $10.7T · Peer conviction 80.3% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $86M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | CLOZ — Eldridge BBB-B CLO ETF | $39.2M | Top 99.1% | Replicability (R²) 36.4% · Residual Sharpe 0.53 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Focus Partners Wealth on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
Tucson, AZ
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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