TrueAdvisor
TrueAdvisor
SR
SR

Stanley Reeg

Xcelsior Advisor Partners LLC
41 Years of Experience
Davenport, IA
View SEC Summary
View SEC Summary

Stanley Reeg is a registered investment advisor at Xcelsior Advisor Partners LLC, based in Davenport, IA, with 41 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 375 clients with $650M in assets under management.

Xcelsior Advisor Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
375 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$650.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%, which includes third-party management and sub-advisor fees where applicable. Exact fees are set in the client agreement and may be charged as a flat percentage or on a tiered schedule. Fees are negotiable based on portfolio size, household aggregation, and service complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5405 Utica Ridge Road, Suite 208, Davenport, IA, 52807

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Stanley is a landlord for multiple rental properties, including Colorado Rentals, Reeg Rental Properties, and Stanley Reeg Trust. He is also a board member and owner/landlord for NICE Properties LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Xcelsior Advisor Partners LLC
July 2026 - Present · 3 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
October 2014 - August 2026 · 11 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
October 2014 - August 2026 · 11 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - October 2014 · 6 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2014 · 6 yrs 9 mos
A. G. Edwards & Sons, INC.
February 1999 - January 2008 · 8 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
June 1995 - January 2008 · 12 yrs 7 mos
Dain Bosworth IncorporatedBroker
July 1985 - July 1995 · 10 yrs
State Registrations2 states
ILTX
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Davenport, IA →All financial advisors in Iowa →