Lynn Reed, financial advisor Newaygo MI
93 score

Lynn Reed

CRD Number: 3025555
Current Firm: Brookstone Capital Management LLC

Lynn Reed (CRD# 3025555) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Newaygo, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Brookstone Capital Management Wheaton, IL Aug 2014 - Current 2
Reed Financial Services, Inc. Newaygo, MI Jan 2009 - Current 7
Horter Investment Management, Inc. Cincinnati, OH Mar 2010 - Aug 2014 4
Reed Agency White Cloud, MI Jun 2004 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Lynn A. Reed
Phone Number: 630-653-1400
Registered State(s):
  • AZ
  • TX
  • MI
  • NC
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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