Reed Alfred Wheless
Investment adviser representative at Tar River Wealth Planning, LLC
11 yearsExperience
1 stateRegistered in
$401.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tar River Wealth Planning, LLCJan 2024 to now
- The Lumpkin GroupSep 2023 to Dec 2023
- Westrock CompanyJun 2021 to Sep 2023
- North Carolina State UniversitySep 2017 to May 2021
- Louisburg High SchoolSep 2013 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Tar River Wealth Planning, LLC
$401.2MAssets managed
483Clients
5Advisers
2 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
- 7801563
- Firm CRD
- 328530