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Todd Darren Reeves

Advisor at Tim Reeves & Associates — Midlothian, IL

Updated today

Credentials

Series 63, Series 66

Experience

23 years

Location

Midlothian, IL

Tim Reeves & Associates

Supported

Total advisors

2

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.

Client services

Based on Tim Reeves & Associates

Financial planning

Expertise

Based on Tim Reeves & Associates

Life insurance needs analysis

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Fee options

Fixed

Flat fee retainer (specific amounts not stated)

Project-based

Hourly charges (specific rates not stated)

Location

Midlothian, IL

Midlothian IL

Advisors at this office

2

Most active in

Illinois

Work history

23 years of industry experience

Fortune Financial Services, Inc

2015 - Present • 11 years

Monaca, PA

Tim Reeves & Associates

2001 - Present • 25 years

Midlothian, 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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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

John Doncaster is the principal advisor at Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual and its affiliates for over a decade. He also maintains a role as a Pacific Life insurance agent. Doncaster Wealth LLC is a single-advisor independent registered investment adviser managing approximately $11 million for around 35 clients. The firm offers discretionary asset management and fee-based financial planning, tailoring investment programs to clients’ goals and risk tolerance using fundamental and cyclical analysis alongside Modern Portfolio Theory.

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies
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Frederick M

Series 63, Series 65

Palos Heights, IL

Palos Wealth Advisors, LLC

Frederick Moore is the principal of Palos Wealth Advisors, LLC, an independent advisory firm based in Palos Heights, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to his advisory role, he practices as a licensed attorney specializing in estate planning, dedicating approximately 15% of his time to this legal work. Palos Wealth Advisors offers discretionary portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs quantitative models and technical analysis to construct tailored investment portfolios and provides regular performance reporting and client reviews.

Concentrated stock management Attorney
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Douglas R

Series 63

New Lenox, IL

Lenox Capital Management, Inc.

Douglas Ruth is the president and owner of Lenox Capital Management, Inc., an independent registered investment adviser based in New Lenox, Illinois. He holds a Series 63 designation and has 40 years of industry experience. Ruth has led Lenox Capital Management since 1997 and has been involved with Lenox Financial Services, Inc. since 1994. He also serves as a board member of TB Clinic and operates an insurance agency offering life, health, and dental products. Lenox Capital Management provides portfolio management and financial planning services primarily to individual clients, as well as businesses and institutions. The firm employs both fundamental and technical analysis, supporting active and passive investment strategies, with ongoing account reviews conducted by Ruth as the sole adviser.

Active portfolio management General tax planning
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Lyman H

CFP®, Series 66

Frankfort, IL

Regal Oak Financial, LLC

Lyman Howell is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Regal Oak Financial, LLC since 2016. He has also operated as an independent financial consultant under his own name since 2014. Outside of his advisory work, Howell provides consulting to a nonprofit organization developing a business incubator and small loan program for micro-businesses. Regal Oak Financial is an independent advisory firm offering comprehensive financial and investment planning services to individuals, business owners, high-net-worth clients, and nonprofit organizations. The firm emphasizes goal-setting, client-accessible financial plans, and investment strategies focused on low-cost funds, with a particular focus on nonprofit and charitable clients and ongoing client education.

General retirement planning Founder/Business Owner
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Donald C

Series 66

Tinley Park, IL

DMC Capital Management Inc

Donald Cuba is a financial advisor at DMC Capital Management Inc with 22 years of industry experience. He holds a Series 66 designation and has worked with AllState Insurance Company and the Chicago Board of Trade since 2004. In addition to his advisory role, he provides technical support at the Chicago Board of Trade. DMC Capital Management Inc offers portfolio management and advisory services primarily for individual and retirement accounts, including IRAs, trusts, and employer retirement plans. The firm serves a small, closed client base and focuses on investor education with a long-term allocation strategy centered on mutual funds, bonds, CDs, and cash equivalents.

Passive / index investing Cash flow / budgeting
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Alexander L

CFP®, Series 63, Series 65

Flossmoor, IL

OmniDivitia Wealth Management, Inc.

Alexander Locker is a CFP® professional with 27 years of experience in financial advisory services. He is the principal of OmniDivitia Wealth Management, Inc., an independent firm based in Flossmoor, IL, and has also operated tax preparation services through OmniDivitia Tax Services, LLC. His work history includes running his own firms since 2009. OmniDivitia Wealth Management provides personalized investment management and financial planning to individuals, trusts, estates, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs documented investment policy statements and a combination of fundamental and technical analysis, offering services such as discretionary portfolio management, retirement-plan advisory, and ERISA pension consulting.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner
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