Nicholas Reed (CRD# 7252345) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 3 years of experience in the finance industry. Nicholas Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6422963
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5013957
First Trust Advisors LP
CRD# 5996658
Propel Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Financial Advisors, Inc. | Downers Grove, IL | May 2023 - Current | 1 |
| Securities America Advisors | Jeffersonville, IN | Jul 2020 - May 2023 | 2 |
| Securities America, Inc. | Jeffersonville, IN | May 2020 - May 2023 | 3 |
| Riverbend Financial Group, LLC | Jeffersonville, IN | Apr 2020 - May 2023 | 3 |
| Olivet Nazarene University | Bourbonnais, IL | Aug 2016 - May 2020 | 3 |
| Onu Rec Services | Bourbonnais, IL | Jan 2020 - Mar 2020 | < 1 |
| Enterprise Holdings Inc. | Louisville, KY | May 2019 - Aug 2019 | < 1 |
| Riverbend Financial Group | Jeffersonville, IN | May 2018 - Aug 2018 | < 1 |
| Wesbanco Bank, Inc. | New Albany, IN | May 2017 - Aug 2017 | < 1 |
| Golfer's Paradise | New Albany, IN | Mar 2016 - Aug 2016 | < 1 |
| Christian Academy Of Indiana High School | New Albany, IN | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- IL
- TX
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Total Assets Under Management2,117MILLIONS
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Total Number of Accounts3,159ACCOUNTS
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Average Account Value$670,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MD, MI, SC, TN, TX, WA, WI
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