Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
S.L. Reed & Company 17 years, 6 months Apr 2000 - Present

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by Kenneth Kilpo

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 1, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 18, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

S.L. Reed & Company

Last updated on Feb. 17, 2014
    • $120.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 0
      number of clients
    • $0
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Commissions