Reed William Hersma
Advisor at Cetera Planning Partners — Leawood, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Leawood, KS 66211
Cetera Planning Partners
Enterprise
Reed Hersma is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 65 designation and four years of industry experience. Prior to joining Cetera Planning Partners in 2021, he worked in various roles including at the University of Kansas and Ryan Transportation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a range of ancillary services such as tax planning and estate planning.
Based on Cetera Planning Partners
Based on Cetera Planning Partners
$0+: up to 1.65% maximum (Advisor Fee) +: up to 0.05% maximum (Admin Fee including overlay manager fees) +: up to 0.90% maximum (Strategist Fee varies by strategist) +: up to 0.40% maximum (Optional Services Fee, varies by service)
Leawood, KS
11460 Tomahawk Creek Pkwy, Suite 400
Leawood KS 66211
Advisors at this office
32
Kansas
4 years of industry experience
Cetera Planning Partners
2021 - Present • 5 years
Leawood, KS
Ryan Transportation
2021 - 2021 • 1 year
Overland Park, KS
Lawrence Public Schools
2021 - 2021 • 1 year
Lawrence, KS
University of Kansas School of Business
2020 - 2021 • 1 year
Lawrence, KS
Terra Nova Lawn Care LLC
2020 - 2020 • 1 year
Olathe, KS
Shawn & Sons Artisan Pub and Coffeehouse
2019 - 2020 • 1 year
Lawrence, KS
Young Life Adventures: Northbound
2019 - 2019 • 1 year
Lake City, MI
Young Life Adventures: Northbound
2019 - 2019 • 1 year
Lake City, MI
Young Life Camping: Michindoh
2019 - 2019 • 1 year
Hillsdale, MI
The University of Kansas
2017 - 2021 • 4 years
Lawrence, KS
The University of Kansas Student Housing
2017 - 2018 • 1 year
Lawrence, KS
Little Pops Pizzeria
2015 - 2017 • 2 years
Naperville, IL
Naperville Central High School
2013 - 2017 • 4 years
Naperville, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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