Todd Wesley Reed
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
3 statesRegistered in
PFS, CFP® certificationDesignations
$256.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- St. Elizabeth Healthcare FoundationAug 2014 to now
- AnthemJan 2005 to now
- Rbf Services Inc.Mar 1999 to now
- Rbf Services Inc. dba Bottom Line ServicesMar 1999 to now
- Fiduciary AppointmentSep 2020 to Aug 2026
- Midland InsuranceOct 2011 to Jun 2019
- Avantax Insurance Agency, LLCMay 2002 to Sep 2025
- Avantax Advisory ServicesFeb 2000 to Sep 2025
- Avantax Investment Services, Inc.Jan 2000 to Sep 2025
- Bottom Line ServicesMar 1999 to Aug 2019
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn 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
- 4124808
- Firm CRD
- 105644