Curtis J. Reed

WELSPIRE LLC

UPPER ARLINGTON, OH 43221

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CRD#: 2857586

Professional summary

Curtis James Reed, CFP® is a registered financial advisor currently at WELSPIRE LLC located in Upper Arlington, Ohio.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Curtis has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 52, Series 10 and Series 9 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis James 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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

May 8, 2015 - Present

WELSPIRE LLC

Office #1: 2400 Cambridge Boulevard, Upper Arlington, OH 43221

RIA

CRD#: 176518

UPPER ARLINGTON, OH

Past

December 21, 2012 - March 16, 2015

ARBOR POINT ADVISORS

RIA

CRD#: 165127

LA VISTA, NE

Past

December 5, 2012 - December 12, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LA VISTA, NE

Past

November 8, 2012 - March 16, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

December 23, 2011 - November 30, 2012

CRD#: 5393

CHICAGO, IL

Past

March 2, 1998 - February 10, 1999

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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

Nebraska
(5/8/2015)

IAR

Ohio
(10/18/2017)

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

Series 9

Date: 1/25/2012

General Securities Sales Supervisor - Options Module Examination

Current Firm

WELSPIRE LLC

CRD#: 176518 / SEC#:

Nebraska

Registered Investment Advisory firm - (5/8/2015 Approved)

Ohio

Registered Investment Advisory firm - (10/17/2017 Approved)

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Contact information

Main Address

2400 Cambridge Boulevard, Upper Arlington, OH 43221

Mailing Address

Phone number

(614) 745-1696

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 18,269,638

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

Curtis J. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis James Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARBOR POINT ADVISORS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

WINDY CITY WEALTH MANAGEMENT LLC

WINDY CITY WEALTH MANAGEMENT LLC

WINDY CITY WEALTH MANAGEMENT LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/13/2012

Series 65

Date: 4/23/2008

SIE

Date: 3/16/2015

Series 7

Date: 5/6/1998

Series 52

Date: 2/26/1998

Series 10

Date: 4/3/2012

Series 9

Date: 1/25/2012

Current Firm

WELSPIRE LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WELSPIRE LLC

TRUST BUT VERIFY

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