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Inactive

Elizabeth Anne Reed

Focus Partners Wealth, LLC

Carmel, IN

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-02
  • IN RA
    APPROVED
    Since 2026-07-02

Branch Locations

75 Executive Drive Suite B, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valeo Financial Advisor Carmel IN 05/2024 08/2024
Financial Plans And Strategies Indianapolis IN 05/2022 05/2023
Evernest Financial Advisors Carmel IN 08/2024 07/2026
Focus Partners Wealth, Llc St. Louis MO 07/2026 Present
Lewistown High School Lewistown IL 08/2016 05/2021
Illinois Street Christian Church Lewistown IL 08/2016 08/2021
Butler University Indianapolis IN 08/2021 12/2024
Prairie State Bank & Trust Lewistown IL 05/2022 08/2022
Butler University Indianapolis IN 01/2022 12/2024
Butler University Indianapolis IN 08/2022 05/2024
  • 05/2024 → 08/2024
    Valeo Financial Advisor
    Carmel, IN
  • 05/2022 → 05/2023
    Financial Plans And Strategies
    Indianapolis, IN
  • 08/2024 → 07/2026
    Evernest Financial Advisors
    Carmel, IN
  • 07/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 08/2016 → 05/2021
    Lewistown High School
    Lewistown, IL
  • 08/2016 → 08/2021
    Illinois Street Christian Church
    Lewistown, IL
  • 08/2021 → 12/2024
    Butler University
    Indianapolis, IN
  • 05/2022 → 08/2022
    Prairie State Bank & Trust
    Lewistown, IL
  • 01/2022 → 12/2024
    Butler University
    Indianapolis, IN
  • 08/2022 → 05/2024
    Butler University
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-24
  • S65 Uniform Investment Adviser Law Examination
    2023-07-24

View on SEC IAPD

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WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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