Joseph Reid is a CFP, ChFC-designated registered investment advisor, based in Topeka, KS, with 8 years of industry experience.
Location
5863 SW 29th St., Topeka, KS, 66614
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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
Joseph is an insurance agent with Avantax Insurance Agency, selling approved insurance products, and a wealth advisor with Link Wealth Strategies, focusing on various planning services; these activities take about 10-20% of his time and about two-thirds of his time, respectively. He also dedicates minimal time to the United Way and about 10-20% of his time managing employees and operations at Gary's Berries Fall Festival.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Edward Jones
Edward JonesBroker
Fbl Marketing Services, LLCBroker
State Registrations6 states
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