Reed Financial Services, Inc.

Reed Financial Services, Inc. (CRD# 112179) is a financial advisory firm headquartered in Cleveland, OH. They manage $307,389,541 in 1,150 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124
https://www.linkedin.com/company/reed-financial-services-inc./
By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    1,150
    ACCOUNTS
  • Average Account Value
    $267,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NC, OH, TX, VA

Financial Advisors at Reed Financial Services, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Amanda Lisachenko, financial advisor Cleveland OH
Amanda E. Lisachenko
CRD#: 3056850
5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124

Amanda Lisachenko (CRD# 3056850) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has over 7 years of experience in the finance industry.

2
James Reed, financial advisor Cleveland OH
James M. Reed
CRD#: 1223374
5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124

James Reed (CRD# 1223374) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has over 39 years of experience in the finance industry.

3
Colleen Cleary, financial advisor Cleveland OH
Colleen M. Cleary
CRD#: 7214578
5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124

Colleen Cleary (CRD# 7214578) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has 1 year of experience in the finance industry.

4
Janet Edwards, financial advisor Cleveland OH
Janet S. Edwards
CRD#: 3238795
5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124

Janet Edwards (CRD# 3238795) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has over 3 years of experience in the finance industry.

5
Liam Studt, financial advisor Cleveland OH
Liam A. Studt
CRD#: 7001525
5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124

Liam Studt (CRD# 7001525) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has 1 year of experience in the finance industry.

6
Evan Watson, financial advisor Cleveland OH
Evan Watson
CRD#: 6393279
5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124

Evan Watson (CRD# 6393279) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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