Reid Braun, financial advisor Fort Wayne IN

Reid Braun

CRD Number: 6265557
Current Firm: Howard Bailey Securities, LLC

Reid Braun (CRD# 6265557) is an Investment Advisor Representative working at Howard Bailey Securities, LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Howard Bailey Securities, LLC Fort Wayne, IN Feb 2019 - Current 2
Ash Brokerage Corporation Fort Wayne, IN Jul 2016 - Jan 2019 2
Mercap Securities, LLC Paoli, PA Jul 2016 - Dec 2017 1
Lincoln Financial Advisors Fort Wayne, IN Feb 2015 - Jun 2016 1
Lincoln Financial Distributors Fort Wayne, IN Oct 2013 - Feb 2015 1
Bloomington Car Wash Bloomington, IN Sep 2011 - Sep 2013 2
Indiana University Bloomington, IN Aug 2009 - Jul 2013 3
L.m.l. Estate Management Fort Wayne, IN Jul 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Reid M. Braun
Phone Number: 260-482-9559
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    3,975
    ACCOUNTS
  • Average Account Value
    $62,009
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, IL, IN, MI, NV, OH, TN, TX

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