Reid Sm Graham
Investment adviser representative at Inspirion Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
13 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 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
Experience
10 years in the industry.
- Inspirion Wealth Advisors, LLCJun 2026 to now
- Wealth Distribution StrategiesSep 2025 to Mar 2026
- Wisconsin State CapitolJan 2025 to May 2026
- UnemployedOct 2024 to Aug 2025
- Dixon Ticonderoga CompanyMay 2023 to Sep 2024
- UnemployedMar 2022 to Apr 2023
- Wisconsin Swim AcademySep 2020 to Feb 2022
- UnemployedJul 2016 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Inspirion Wealth Advisors, LLC
$1.4BAssets managed
955Clients
10Advisers
13 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
- 8147521
- Firm CRD
- 165174