SR
Stanley M. Reeg
EXCELSIOR ADVISOR NETWORK
DAVENPORT, IA 52807
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CRD#: 1382954
SR
Stanley Mark ReegEXCELSIOR ADVISOR NETWORK
Professional summary
Stanley Mark Reeg is a registered financial advisor currently at EXCELSIOR ADVISOR NETWORK LLC located in Davenport, Iowa.
Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Stanley has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10, Series 9 and Series 8 exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) REEG PRIVATE WEALTH; INVESTMENT RELATED; SCOTTSDALE, AZ; PARTNER/FINANCIAL ADVISOR; START DATE: 7/2026; 40 HRS/WEEK DURING SECURITIES TRADING HOURS; INVESTMENT RELATED DUTIES. 2) Colorado Rentals; Not investment-related; Address: 3755 - 3759 E. St. Vrain, Colorado Springs, CO 80909; Nature: Rental Property; Role: Landlord; Start Date: 1984; Appx hrs: hour per month; Hrs during trading: 0; Duties: collecting rent 3) Stan Reeg Trust; Not Investment Related; Colorado Springs, CO; Nature: Rental Properties; Role: Landlord; Start Date: 1983; Appx hrs: hour per month; Hrs during trading: 0; Duties: opening envelope with rental checks, taking care of rental 4) NICE Properties LLC; 2299 250th Ave DeWitt IA 52742; Start Date: 11/22; Hours Spent: 0-2 hours/month; Hours Spent During Trading: 0-1 hours/month; Role/Responsibility: Board Member; Owner Landlord; Rental Property; Non Investment Related 5) Springbrook Historical Golf Foundation; Not investment related; DeWitt, Iowa; A foundation that maintains the heritage of the club; Member of Board of Directors; Start date: 6/2023; less than 10 Hrs/Mth during trading securities hours; Duties include: Board Member
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Mark Reeg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 28, 2026 - Present
EXCELSIOR ADVISOR NETWORK LLC
Office #1: 5405 Utica Ridge Road Suite 100, Davenport, IA 52807RIA
CRD#: 334779
DAVENPORT, IA
Past
October 17, 2014 - August 17, 2026
ROBERT W. BAIRD & CO. INCORPORATED
RIA
CRD#: 8158
Quad Cities, IA
Past
October 17, 2014 - August 17, 2026
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
Quad Cities, IA
Past
January 1, 2008 - October 20, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SCOTTSDALE, AZ
Past
January 1, 2008 - October 20, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SCOTTSDALE, AZ
Past
February 8, 1999 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
DAVENPORT, IA
Past
June 30, 1995 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
DAVENPORT, IA
Past
July 24, 1985 - July 11, 1995
DAIN RAUSCHER INCORPORATED
BD
CRD#: 7600
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EXCELSIOR ADVISOR NETWORK LLC
BV PRIVATE WEALTH | VISTA WEALTH MANAGEMENT OF SCOTTSDALE, LLC | JOE HARDEE INVESTMENT MANAGEMENT LLC | EXCELSIOR WEALTH MANAGEMENT LLC | EXCELSIOR ADVISOR NETWORK LLC | EAGLE ROCK WEALTH MANAGEMENT
CRD#: 334779 / SEC#: 801-132014
RIA
Registered Investment Advisory firm - (3/4/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(7/28/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/31/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
EA
EXCELSIOR ADVISOR NETWORK LLC
BV PRIVATE WEALTH | VISTA WEALTH MANAGEMENT OF SCOTTSDALE, LLC | JOE HARDEE INVESTMENT MANAGEMENT LLC | EXCELSIOR WEALTH MANAGEMENT LLC | EXCELSIOR ADVISOR NETWORK LLC | EAGLE ROCK WEALTH MANAGEMENT
CRD#: 334779 / SEC#: 801-132014
RIA
Registered Investment Advisory firm - (3/4/2025 Approved)Loading...
Contact information
Main Address
Denver, CO
Mailing Address
Po Box 6195, Denver, CO 80206
Phone number
(303) 351-6436
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 150,007,226 |
Red Flags
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Company Information
EXCELSIOR ADVISOR NETWORK LLC
CRD#: 334779Davenport, IA 52807TRUST BUT VERIFY
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