Melissa Ann Keiss

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 12/2017
  Stewardship Financial Advisors
  Stockbridge, GA
• 01/2013 → 12/2017
  Cetera Advisors Llc
  Denver, CO
• 02/2018 → 02/2020
  Nova Wealth Management Group, Llc
  Atlanta, GA
• 03/2020 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Clayton , MO

Previous Registrations

• 2020-03-25 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Atlanta, GA
  St Louis, MO
• 2018-05-17 → 2020-03-17
  Nova Wealth Management Group, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2017-12-01

Other Names

• Melissa Jones