Robert John Reed
Advisor at Ameritas Advisory Services, LLC — Tulsa, OK
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 66
Experience Industry experience
< 1 year
Location
Tulsa, OK 74120
Ameritas Advisory Services, LLC
Enterprise
Robert Reed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation. He has been with Ameritas and its affiliates since 2025, and also works with Midtown Wealth Management. Outside of his advisory work, he provides individual baseball instruction to youth. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a combination of in-house and third-party strategies, serving a wide range of clients through discretionary and non-discretionary programs.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis
Tulsa, OK
1443 S Norfolk Ave
Tulsa OK 74120
Advisors at this office
4
Oklahoma · Texas
< 1 year of industry experience
Reed Ranch Financial
2026 - Present • 1 year
Tulsa, OK
Ameritas Advisory Services, LLC
2025 - Present • 1 year
Lincoln, NE
Ameritas Investment Company, LLC
2025 - Present • 1 year
Lincoln, NE
Ameritas Life Insurance Corp.
2025 - Present • 1 year
Lincoln, NE
Midtown Wealth Management
2023 - Present • 3 years
Tulsa, OK
Free Will Baptist Church of Rejoice
2021 - 2023 • 2 years
Owasso, OK
Christ's Church of the Valley
2013 - 2021 • 8 years
Peoria, AZ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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