Matthew John Anderson

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

• 06/2009 → 05/2017
  Td Ameritrade
  Omaha, NE
• 05/2017 → 07/2025
  Churchill Management Group
  Los Angeles, CA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2017-06-07 → 2025-09-23
  Churchill Management Group
  Bloomingdale, IL
• 2013-08-08 → 2017-06-01
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Schaumburg, IL
• 2013-08-08 → 2017-06-01
  Td Ameritrade Investment Management, Llc
  Schaumburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2013-08-07
• S63 Uniform Securities Agent State Law Examination
  2009-07-15

Other Names

• Matt Anderson
• Matt J. Anderson
• Matthew John Anderson