Michael D. Reeves

STRATEGIC WEALTH INVESTMENT GROUP

Dallas, TX 75251

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CRD#: 2490766

Professional summary

Michael David Reeves is a registered financial advisor currently at STRATEGIC WEALTH INVESTMENT GROUP, LLC located in Dallas, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 7 firms and has passed the Series 63, Series 65, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

INSURANCE AGENT FOR CARLSON FINANCIAL/ THE BUSINESS IS INVESTMENT-RELATED/ CARLSON FINANCIAL 5207 HICKORY PARK DRIVE SUITE E GLEN ALLEN VA 23059/ FINANCIAL ADVISOR/ RELATIONSHIP STARTED 10/20/2017/ 30 HOURS A MONTH/ PROVIDE INSURANCE QUOTES FOR LIFE INSURANCE AND FIXED INDEXED ANNUITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Reeves's CRS (Customer Relationship Summary).

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

May 31, 2022 - Present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Office #1: 12377 Merit Drive Suite 490, Dallas, TX 75251

RIA

CRD#: 165474

Dallas, TX

Past

October 18, 2018 - May 27, 2022

STRATEGIC WEALTH INVESTMENT GROUP, LLC

RIA

CRD#: 165474

INDIANAPOLIS, IN

Past

May 30, 2018 - October 23, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

Glen Allen, VA

Past

May 4, 2017 - December 31, 2017

WEALTHREMEDY, LLC

RIA

CRD#: 287504

RICHMOND, VA

Past

October 8, 2004 - January 6, 2010

TOWER SQUARE SECURITIES, INC.

RIA

CRD#: 833

MIDLOTHIAN, VA

Past

June 19, 2003 - January 6, 2010

TOWER SQUARE SECURITIES, INC.

CRD#: 833

MIDLOTHIAN, VA

Past

March 13, 1998 - October 28, 1999

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

October 4, 1994 - March 27, 1998

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

August 1, 1994 - September 15, 1994

DMG SECURITIES, INC.

CRD#: 15480

GREAT FALLS, VA

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".

STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

Indiana

Registered Investment Advisory firm - (11/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/25/2019 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(2/7/2024)

IAR

Indiana
(6/18/2024)

IAR

Ohio
(5/9/2024)

IAR

Texas
(5/31/2022)

IAR

Virginia
(8/22/2023)

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

Series 63

Date: 9/26/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/27/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/16/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/29/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

Indiana

Registered Investment Advisory firm - (11/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/25/2019 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2019 Terminated)

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Contact information

Main Address

Louisville, KY

Mailing Address

Phone number

(502) 412-3354

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	7,626
AUM (Assets Under Management)	$ 1,110,956,980

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Michael D. Reeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Reeves's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH INVESTMENT GROUP, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

WEALTHREMEDY, LLC

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

WACHOVIA SECURITIES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

DMG SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC WEALTH INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/26/2017

Series 65

Date: 7/27/2016

Series 7

Date: 6/16/2003

Series 8

Date: 5/29/1996

Current Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC WEALTH INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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