Timothy Reed (CRD# 4661976) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Independence, IA and has over 20 years of experience in the finance industry.
CRD# 4707696
Net Worth Advisors
CRD# 5000358
United Planners' Financial Services Of America A Limited Partner
CRD# 3063973
Keystone Wealth Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Timothy Reed Insurance Agency | Waterloo, IA | Sep 2019 - Current | 4 |
| State Farm Vp Management Corp. | Waterloo, IA | Sep 2019 - Current | 4 |
| State Farm Investment Management Corp. | Oelwein, IA | Aug 2018 - Current | 5 |
| State Farm Investment Management Corp. | Independence, IA | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Oelwein, IA | Jan 2012 - Current | 12 |
| Timothy Reed Insurance Agency | Oelwein, IA | Jan 2012 - Current | 12 |
| Timothy Reed Insurance Agency | Independence, IA | Jan 2005 - Current | 19 |
| State Farm Vp Management Corp. | Independence, IA | May 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- IA
- WI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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