Douglas E. Reed

ATLANTICMIDWEST INVESTMENT RESEARCH

Moca, PR 00901

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CRD#: 2183514

Professional summary

Douglas Earl Reed, who also goes by Doug Reed, is a registered financial advisor currently at ATLANTICMIDWEST INVESTMENT RESEARCH, LLC located in Moca, .

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Douglas has worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Doug Reed

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.

Reed Financial Group, Inc.; Investment related; Providing financial planning services and insurance; Overland Park, Kansas; Approximately 40% of time spent on this business; Investment Advisor Representative/Insurance Agent; 08/2006-Present Reed Financial Group, Inc. DBA Strategic Wealth Initiative; Investment related; Providing marketing services and business consulting to other financial advisors to help grow their practice; Overland Park, Kansas; Less than 5% of time spent on this business; Managing Member; 07/2019 - Present Archimedes Worldwide, LLC dba DocVinoDineros Best of Wine & Travel Club; Not investment related; A wine and travel club; Overland Park, Kansas; Less than 10% of time spent on this business; Owner; 07/2019 to Present RG Dynamic Markets, Inc. DBA NvestBates; Not investment related; Shopping from stores and earning cash back, then referring others to do the same; Overland Park, Kansas; Less than 5% of time spent on this business; Owner; 06/2016 to Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Earl Reed'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®

None

Experience

Current

February 19, 2020 - Present

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

Office #1: 318-328 Cll José Celso Barbosa, Moca, PR 00901

RIA

CRD#: 305618

Moca, PR

Past

October 18, 2016 - July 6, 2018

AMERICASRETIREMENTPLAN.COM

RIA

CRD#: 285244

OVERLAND PARK, KS

Past

January 1, 2015 - September 15, 2022

REED FINANCIAL GROUP, INC.

RIA

CRD#: 140167

OVERLAND PARK, KS

Past

May 10, 2007 - December 31, 2008

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

MONACA, PA

Past

August 7, 2006 - December 31, 2014

REED FINANCIAL GROUP, INC.

RIA

CRD#: 140167

OVERLAND PARK, KS

Past

July 9, 2004 - December 31, 2004

PROSPERITY NETWORK, INC

RIA

CRD#: 116331

OVERLAND PARK, KS

Past

January 1, 2004 - August 9, 2006

CETERA ADVISORS LLC

RIA

CRD#: 10299

OVERLAND PARK, KS

Past

January 1, 2004 - August 9, 2006

CETERA ADVISORS LLC

CRD#: 10299

OVERLAND PARK, KS

Past

March 22, 2002 - January 1, 2004

VESTAX SECURITIES CORPORATION

RIA

CRD#: 10332

OVERLAND PARK, KS

Past

March 11, 2002 - January 1, 2004

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

August 1, 2000 - March 15, 2002

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

May 28, 1997 - August 8, 2000

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

October 23, 1991 - November 16, 1992

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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

Kansas
(2/20/2020)

IAR

Missouri
(2/21/2020)

IAR

Puerto Rico
(2/19/2020)

IAR

Texas
(4/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/15/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/23/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

ATLANTICMIDWEST INVESTMENT RESEARCH LLC | REED FINANCIAL GROUP PR, LLC DBA ATLANTICMIDWEST GLOBAL ADVISORS | ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

CRD#: 305618 / SEC#:

Kansas

Registered Investment Advisory firm - (2/20/2020 Approved)

Missouri

Registered Investment Advisory firm - (2/21/2020 Approved)

Puerto Rico

Registered Investment Advisory firm - (2/14/2020 Approved)

Texas

Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)

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Contact information

Main Address

61 Antonio Lopez Suite 203, Humacao, PR 00791

Mailing Address

Phone number

(913) 491-0868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 27,346,761

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Douglas E. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Earl Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICASRETIREMENTPLAN.COM

REED FINANCIAL GROUP, INC.

FORTUNE FINANCIAL SERVICES, INC.

REED FINANCIAL GROUP, INC.

PROSPERITY NETWORK, INC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

VESTAX SECURITIES CORPORATION

VESTAX SECURITIES CORPORATION

SUNAMERICA SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2000

Series 63

Date: 5/28/1997

Series 7

Date: 5/15/2000

Series 6

Date: 5/23/1997

Current Firm

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATLANTICMIDWEST INVESTMENT RESEARCH, LLC

TRUST BUT VERIFY

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