A complete list of active advisors currently associated with Reed Financial Services, Inc.

Warmer can help you find a great advisor at Reed Financial Services, Inc. or one who fits your needs even better.

Reed Financial Services, Inc. is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities, managing roughly $389 million in client assets as of December 31, 2025. The firm provides discretionary investment management using core model portfolios, fee‑based financial planning, and project‑based institutional consulting. The firm follows a team approach so multiple representatives and an Investment Committee participate in client intake, portfolio construction, and ongoing monitoring, typically using mutual funds and ETFs and applying principles of Modern Portfolio Theory. Accounts are generally managed on a discretionary, model‑based basis but may be customized or blended to meet more complex needs; Reed recommends Pershing as its preferred custodian for execution and custody. A distinctive aspect of Reed is that several representatives also operate as registered broker‑dealer representatives and licensed insurance agents and the firm is registered as an insurance agency, so clients may occasionally be offered commission‑based securities or insurance products even though such sales historically represent a small portion of overall business. The firm discloses these dual roles and related conflicts of interest, and notes circumstances where commission‑bearing or insurance products included in managed assets may result in management‑fee waivers on those specific holdings — features prospective clients should consider when comparing peers.

To learn more about the advisors currently working at Reed Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.