Todd Reed (CRD# 4124808) is an Investment Advisor Representative working at Avantax Advisory Services in Williamstown, KY and has over 24 years of experience in the finance industry.
CRD# 6304340
State Farm Investment Management Corp.
CRD# 2292022
Independent Financial Partners
CRD# 4703366
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Fiduciary Appointment | Walton, KY | Sep 2020 - Current | 3 |
St. Elizabeth Healthcare Foundation | Williamstown, KY | Aug 2014 - Current | 9 |
Anthem | Williamstown, KY | Jan 2005 - Current | 19 |
Avantax Insurance Agency, LLC | Williamstown, KY | May 2002 - Current | 21 |
Avantax Advisory Services | Williamstown, KY | Feb 2000 - Current | 24 |
Avantax Investment Services, Inc. | Williamstown, KY | Jan 2000 - Current | 24 |
Rbf Services Inc. | Williamstown, KY | Mar 1999 - Current | 25 |
Rbf Services Inc. Dba Bottom Line Services | Williamstown, KY | Mar 1999 - Current | 25 |
Bottom Line Services | Williamstown, KY | Mar 1999 - Aug 2019 | 20 |
Midland Insurance | Williamstown, KY | Oct 2011 - Jun 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2000 |
S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- IN
- KY
-
Total Assets Under Management30,968MILLIONS
-
Total Number of Accounts123,393ACCOUNTS
-
Average Account Value$250,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.