Todd Reed
Todd Reed is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Aurora, IN, with 26 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
312 2nd St., Aurora, IN, 47001
Get directionsHistory
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
Todd is an independent insurance agent since 2004 and also works for Avantax Insurance Agency, selling various annuity products. He dedicates a significant amount of time, including full-time hours, to RBF Services Inc. providing accounting and tax preparation services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations17 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.