ChFC
ChFC
Nicholas Reed
17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5650 advisors
Number of Clients
35 clients
Average Client Portfolio
$322.7M average
Assets Under Management
$11.3B
Fee Structure
Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$180
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Contact
Nicholas Reed
Location
21632 Midland Dr, Shawnee, KS, 66218
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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 ActivitiesSells Insurance
Nicholas owns Nicholas Reed's Insurance Agency, an insurance agency affiliated with State Farm, since 2008. He spends about half his time servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
September 2018 - Present · 7 yrs 5 mos
State Farm Vp Management CORP.Broker
May 2008 - Present · 17 yrs 9 mos
State Registrations3 states
COKSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Contact
Nicholas Reed