REED FINANCIAL SERVICES, INC.

Overview

Reed Financial Services, Inc. is an independent registered investment adviser that combines traditional advisory work with an insurance brokerage capability. The firm serves individual, family and some institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its practice leans heavily on pooled public funds and mutual funds for client portfolios, and it also distributes insurance products and annuities — a mix that supports both fee-based portfolio relationships and commissionable insurance business. Investment posture is centered on public markets with a notable tilt toward ETF exposures; the firm’s 13F reporting shows concentrated, factor-oriented ETF positions. Fee arrangements are flexible — percentage of AUM, hourly, fixed-fee engagements and commission arrangements — allowing Reed Financial Services to structure work for both ongoing wealth management and project-based planning or insurance placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices