Elizabeth Anne Reed
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
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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
10 years in the industry.
- Focus Partners Wealth, LLCJul 2026 to now
- Evernest Financial AdvisorsAug 2024 to Jul 2026
- Valeo Financial AdvisorMay 2024 to Aug 2024
- Financial Plans and StrategiesMay 2022 to May 2023
- Prairie State Bank & TrustMay 2022 to Aug 2022
- Butler UniversityAug 2021 to Dec 2024
- Illinois Street Christian ChurchAug 2016 to Aug 2021
- Lewistown High SchoolAug 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7973324
- Firm CRD
- 159289