Reed Financial Group, Inc.

Reed Financial Group, Inc. (CRD# 140167) is a financial advisory firm headquartered in Overland Park, KS. They manage $28,749,347 in 226 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $127,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Reed Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Douglas E. Reed
CRD#: 2183514
9200 Indian Creek Pkwy., Suite 562, Overland Park, KS 66210
93
Wealthminder
score

Douglas Reed (CRD# 2183514) is an Investment Advisor Representative working at Reed Financial Group, Inc. in Overland Park, KS and has over 19 years of experience in the finance industry.

2
Joseph M. Coletta
CRD#: 6607076
9200 Indian Creek Pkwy, Suite 562, Overland Park, KS 66210
87
Wealthminder
score

Joseph Coletta (CRD# 6607076) is an Investment Advisor Representative working at Reed Financial Group, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.