Kasey Reed (CRD# 6610270) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Orland Park, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alberts Wealth Advisors, LLC | Orland Park, IL | Aug 2017 - Current | 6 |
| Ausdal Financial Partners, Inc. | Davenport, IA | Jan 2016 - Current | 8 |
| Nimble Financial Services | Orland Park, IL | Jan 2016 - Jul 2017 | 1 |
| The Headliners Club | Austin, TX | Aug 2014 - Dec 2015 | 1 |
| Whole Foods | Austin, TX | Feb 2015 - Oct 2015 | < 1 |
| Skydive Lonestar | Luling, TX | Feb 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- CO
- FL
- IL
- TX
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Total Assets Under Management1,534MILLIONS
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Total Number of Accounts8,079ACCOUNTS
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Average Account Value$189,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, WV
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