AL
Amanda E. Lisachenko
REED FINANCIAL SERVICES
Cleveland, OH 44124
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CRD#: 3056850
AL
Professional summary
Amanda Elizabeth Lisachenko, CFP®, who also goes by Amanda Elizabeth Mcfarlane, is a registered financial advisor currently at REED FINANCIAL SERVICES, INC. located in Cleveland, Ohio and APW CAPITAL, INC. located in Cleveland, Ohio.
Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Amanda has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amanda Elizabeth Mcfarlane
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) James Reed Financial Services, Inc.; Investment related; Cleveland, OH; Nature of Business: SEC registered investment advisor, wealth management and financial planning; Start date: 8/1998; title: President/CCO/IAR; Duties: run the day-to-day operations of the company; Time spent: approximately 160-200 Hours/Month; approximately 90% of hours during trading hours. (2) APW Capital, Inc.; Investment related; Rockaway, NJ; nature of Business: Broker Dealer firm; Start date: 04/2011; Registered Representative; Less than 10% of professional time spent per month during trading hours; client service. (3) St. Mary's of the Assumption; non-investment related; Mentor, Ohio, Service: finance committee, Title/Position: committee member, Start date: 06/01/2016; Approximate number of hours/month devoted:4-5 hours/ year, Describe your duties: reviewing financials. (4) 10/2015 Independent Licensed Insurance Agent; Investment Related; Cleveland, OH; Life and long-term care insurance and annuities
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Elizabeth Lisachenko'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®
Start date: 2008
Experience
Current
May 29, 2015 - Present
REED FINANCIAL SERVICES, INC.
Office #1: 5885 Landerbrook Drive Suite 110, Cleveland, OH 44124RIA
CRD#: 112179
Cleveland, OH
Current
April 7, 2011 - Present
APW CAPITAL, INC.
Office #1: 5885 Landerbrook Dr., Suite 110, Cleveland, OH 44124BD
CRD#: 43814
Cleveland, OH
Past
October 6, 1999 - April 1, 2011
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BEACHWOOD, OH
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".
RF
REED FINANCIAL SERVICES, INC.
JAMES REED FINANCIAL SERVICES, INC. | REED JAMES FINANCIAL SERVICES INC | REED FINANCIAL SERVICES, INC.
CRD#: 112179 / SEC#: 801-35002
RIA
Registered Investment Advisory firm - (8/17/1989 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/7/2022)
RR
California(9/7/2022)
RR
Florida(9/22/2016)
RR
Idaho(9/7/2022)
RR
Illinois(1/18/2017)
RR
Maryland(9/22/2016)
RR
Massachusetts(2/10/2021)
RR
Michigan(1/18/2017)
RR
Missouri(9/7/2022)
RR
New Jersey(1/18/2017)
RR
New York(1/18/2017)
RR
North Carolina(9/7/2022)
RR
Ohio(4/8/2011)
IAR
Ohio(5/29/2015)
RR
South Carolina(1/18/2017)
IAR
Texas(8/9/2022)
RR
Texas(9/7/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RF
REED FINANCIAL SERVICES, INC.
JAMES REED FINANCIAL SERVICES, INC. | REED JAMES FINANCIAL SERVICES INC | REED FINANCIAL SERVICES, INC.
CRD#: 112179 / SEC#: 801-35002
RIA
Registered Investment Advisory firm - (8/17/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5885 Landerbrook Drive Suite 110, Cleveland, OH 44124
Mailing Address
Phone number
(216) 464-2090
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,143 |
| AUM (Assets Under Management) | $ 345,805,007 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
