Michael Reed

Advisor at Edward Jones — Havana, IL South Schrader

Updated today

Credentials

Series 66

Experience

4 years

Location

Havana, IL 62644

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Michael Reed is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2021, he worked at Scheels All Sports for eleven years and had a brief tenure at Legacy Projects. Outside of his advisory role, he owns Whitetail Legacy Land Management LLC, where he provides knowledge on deer habitat improvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branches, offering diverse advisory programs and affiliated investment products under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Havana, IL South Schrader

127 South Schrader

Havana IL 62644

Advisors at this office

1

Most active in

Illinois · Texas

Work history

4 years of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

Legacy Projects

2021 - 2021 • 1 year

Springfield, IL

Scheels All Sports

2010 - 2021 • 11 years

Springfield, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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