Anne Elise Huneycutt

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

• 04/2017 → 11/2017
  Verizon Wireless
  Irving, TX
• 09/2024 → 11/2024
  Northwestern Mutual Investment Services Llc
  Rockford, IL
• 01/2013 → 12/2017
  Thomas Sewing Center
  Mesquite, TX
• 10/2021 → 12/2023
  Fidelity Investments
  Westlake, TX
• 11/2024 → 06/2025
  Bates Financial Advisors
  Rockford, IL
• 03/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 06/2025 → 03/2026
  Wealth Planning Network
  Oakbrook Terrace, IL
• 12/2017 → 10/2021
  Fidelity Investments
  Westlake, TX
• 12/2023 → 08/2024
  Unemployed
  Rockford, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-20
• S63 Uniform Securities Agent State Law Examination
  2024-12-06

Other Names

• Anne Elise Huneycutt
• Anne Huneycutt
• Anne Huneycutt