Andrea Nicole Ellis
Investment adviser representative at Focus Partners Wealth, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Focus Partners Wealth, LLCMay 2026 to now
- UnemployedFeb 2026 to May 2026
- Pinnacle AdvisorsOct 2024 to Feb 2026
- Mariner Wealth AdvisorsJul 2024 to Oct 2024
- Jmg Financial Group, Ltd.Jan 2022 to Jul 2024
- Pruco Securities, LLCOct 2021 to Jan 2022
- The Prudential Insurance Co. of AmericaOct 2021 to Jan 2022
- UnemployedJul 2021 to Sep 2021
- Budros, Ruhlin & Roe, Inc.Jun 1999 to Jun 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5193470
- Firm CRD
- 159289