Troy Reeder
Troy Reeder is a registered investment advisor at Atlas Lifestyle Planning Group LLC, based in Westminster, CO, with 17 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
9191 Sheridan Blvd, Suite 300, Westminster, CO, 80031
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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
Troy is the President of the Board of Directors for The Enclave at DTC Home Owners Association, spending minimal time on property management duties. Troy also works as an insurance agent for Atlas Risk Management Group, dedicating about a quarter of his time to sales and service of insurance products.
Employment History
Current Registrations
Atlas Lifestyle Planning Group LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Leaders Group, INC.Broker
Park Avenue Securities LLCBroker
Nationwide Investment Services CorporationBroker
Gwfs Equities, INC.Broker
Securities America, INC.Broker
Midamerica Financial Services, INC.Broker
Transamerica Capital, INC.Broker
Sunamerica Capital Services, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations7 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.