Keith Reed
Keith Reed is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Mason, OH, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
8118 Corporate Way, #140, Mason, OH, 45040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is an independent insurance agent for various independent insurance companies since 2013, but dedicates minimal time to it. He also owns a farm, works as a shared service provider for a family member, is an advisory rep of a RIA, and is the owner/president of Lifetime Strategies.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Private Client Services, LLCBroker
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
Signator Investors, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Park Avenue Securities LLCBroker
Legend Advisory CORP
Legend Equities CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Bma Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.