RB
RB

Reid Braun

10 Years of Experience
Fort Wayne, IN

Reid Braun is a registered investment advisor at Howard Bailey Securities, LLC, based in Fort Wayne, IN, with 10 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,707 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,707 clients
Average Client Portfolio
$284K average
Assets Under Management
$484.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5916 Covington Rd, Fort Wayne, IN, 46804

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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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Employment History
Current Registrations
Howard Bailey Securities, LLC
June 2019 - Present · 6 yrs 10 mos
Previous Registrations
Mercap Securities, LLCBroker
August 2016 - December 2017 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
February 2015 - June 2016 · 1 yr 4 mos
Lincoln Financial Distributors, INC.Broker
December 2013 - March 2015 · 1 yr 3 mos
State Registrations1 state
IN
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.
Reid Braun - Financial Advisor | TrueAdvisor