Steven Reed (CRD# 1935954) is an Investment Advisor Representative working at Reed Financial, LLC in Urbandale, IA and has over 35 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reed Commercial Lending LLC | Urbandale, IA | Mar 2024 - Current | < 1 |
| Reed Financial, LLC | Urbandale, IA | Jan 2018 - Current | 6 |
| Steven Reed, Sole Proprietor | Urbandale, IA | Jul 1987 - Current | 36 |
| College Funding Constultants, LLC | Urbandale, IA | May 2020 - Mar 2024 | 3 |
| Client One Securities, LLC | Leawood, KS | Mar 2018 - Dec 2018 | < 1 |
| Client One Securities, LLC | Leawood, KS | Feb 2018 - Dec 2018 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2007 - Jan 2018 | 10 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Apr 1989 - Jan 2018 | 28 |
| Northwestern Mutual Life | Milwaukee, WI | Jul 1987 - Dec 2017 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- IA
-
Total Assets Under Management15MILLIONS
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Total Number of Accounts32ACCOUNTS
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Average Account Value$470,419
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IA
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