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Aaron Allen Reed

30 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,979 clients
Average Client Portfolio
$985K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$10K
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Location

10300 Alliance Road, Suite 100, Cincinnati, OH, 45242

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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.

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Other Business Activities

Aaron works as an investment advisor and financial advisor for Retirement Corporation of America, dedicating nearly full-time hours to this role. He provides investment advice and planning services.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Wcm Investment Management
September 2021 - October 2024 · 3 yrs 1 mo
Imst Distributors, LLCBroker
January 2021 - October 2024 · 3 yrs 9 mos
Ceros Financial Services, INC.Broker
June 2020 - November 2020 · 5 mos
Vp Distributors LLCBroker
November 2007 - November 2018 · 11 yrs
Rittenhouse Asset Management, INC.
September 2004 - May 2007 · 2 yrs 8 mos
Nuveen Investments, LLCBroker
September 2004 - May 2007 · 2 yrs 8 mos
Citigroup Global Markets INC.
October 2003 - September 2004 · 11 mos
Citigroup Global Markets INC.Broker
October 2003 - September 2004 · 11 mos
Mfs Fund Distributors, INC.Broker
February 1999 - January 2003 · 3 yrs 11 mos
Nicholas-Applegate Securities (a California Limited Partnership)Broker
March 1996 - February 1999 · 2 yrs 11 mos
Scudder Investor Services, INC.Broker
December 1991 - February 1996 · 4 yrs 2 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.