Andrea Nicole Ellis

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

• 06/1999 → 06/2021
  Budros, Ruhlin & Roe, Inc.
  Columbus, OH
• 10/2024 → 02/2026
  Pinnacle Advisors
  Columbus, OH
• 02/2026 → 05/2026
  Unemployed
  Hilliard, OH
• 05/2026 → Present
  Focus Partners Wealth, Llc
  Hilliard, OH
• 10/2021 → 01/2022
  Pruco Securities, Llc
  Zanesville, OH
• 10/2021 → 01/2022
  The Prudential Insurance Co. Of America
  Zanesville, OH
• 07/2021 → 09/2021
  Unemployed
  Hilliard, OH
• 01/2022 → 07/2024
  Jmg Financial Group, Ltd.
  Downers Grove, IL
• 07/2024 → 10/2024
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2024-11-12 → 2026-03-25
  Pinnacle Advisors
  Mansfield, OH
  Columbus, OH
• 2024-07-12 → 2024-10-24
  Mariner
  Hillard, OH
• 2022-03-22 → 2024-07-03
  Jmg Financial Group Ltd
  Hilliard, OH
  Downers Grove, IL
• 2021-10-19 → 2022-01-20
  Pruco Securities, Llc.
  Zanesville, OH
• 2006-07-27 → 2021-07-01
  Budros, Ruhlin & Roe
  Columbus, OH

Designations

• Certified Financial Planner

Other Names

• Andrea Nicole Matthews