Sonja Reed (CRD# 4226012) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Asset Management, Inc. | Monument, CO | Jan 2015 - Current | 9 |
| Unemployed | Colorado Springs, CO | Aug 2014 - Dec 2014 | < 1 |
| Drw Securities, LLC | Chicago, IL | Mar 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- CO
-
Total Assets Under Management3,854MILLIONS
-
Total Number of Accounts1,767ACCOUNTS
-
Average Account Value$2,180,894
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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