Todd Michael Reeg
Investment adviser representative at Xcelsior Advisor Partners LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Reeg Private WealthJul 2026 to now
- Simplicity InvestmentsJul 2026 to now
- Xcelsior Advisor Partners LLCJul 2026 to now
- Robert W Baird & Co.Oct 2014 to Jul 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Xcelsior Advisor Partners LLC
$2.5BAssets managed
1,501Clients
21Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3254227
- Firm CRD
- 334779