Troy Reeder
CRD Number: 4878065Current Firm: Atlas Lifestyle Planning Group LLC
Compensation Model: Both
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Lifestyle Planning Group LLC | Englewood, CO | Dec 2021 - Current | 2 |
| Atlas Risk Management Group | Englewood, CO | Dec 2021 - Current | 2 |
| Prudential Financial Planning Services | Englewood, CO | Apr 2021 - Dec 2021 | < 1 |
| Denali Financial Services | Englewood, CO | Mar 2021 - Dec 2021 | < 1 |
| Pruco Securities, LLC | Englewood, CO | Jun 2020 - Dec 2021 | 1 |
| The Prudential Insurance Company Of America | Englewood, CO | Jun 2020 - Dec 2021 | 1 |
| Reeder Insurance Advisors | Englewood, CO | Jan 2020 - Jun 2020 | < 1 |
| The Leaders Group Inc. | Littleton, CO | Feb 2019 - Dec 2019 | < 1 |
| Capitas Financial Rocky Mountain LLC | Littleton, CO | Feb 2019 - Dec 2019 | < 1 |
| Park Avenue Securities LLC | New York, NY | Oct 2017 - Feb 2019 | 1 |
| Guardian Life Insurance Co Of America | New York, NY | Jun 2017 - Feb 2019 | 1 |
| Nationwide Investment Services Corporation | Columbus, OH | Apr 2016 - Mar 2017 | < 1 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Mar 2015 - Apr 2016 | 1 |
| Securities America | Englewood, CO | Jun 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- AZ
- CA
- CO
- IL
- IA
- WY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$19,167
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IA, IL, TX, WY
Investment advisory services offered through ATLAS Lifestyle Planning Group (ATLAS LPG), a Registered Investment Advisor. ATLAS LPG will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance and annuities offered through ATLAS Risk Management Group (ATLAS RMG) CA License # 0M41231. ATLAS LPG and ATLAS RMG are separate entities and neither provides legal or tax advice.
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