Christopher Brian Reed
Professional Summary
Christopher Brian Reed, who also goes by Christopher B Reed, is a registered financial advisor currently at FINANCIAL ACTION, INC. located in Monument, Colorado. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher B Reed
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVATED FINANCIAL PLANNING | TREASURE FINANCIAL PLANNING INC. | PATHFINDER FINANCIAL PLANNING, LLC | PARAGON CAPITAL, LLC | FINANCIAL FUTURE SERVICES, LLC. | FINANCIAL ACTION, INC.
Contact Information
Main Address
283 Washington St, Monument, CO 80132Phone Number
(719) 357-7189# of Employees
6SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,047AUM (Assets Under Management)
$100,278,633Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ELEVATED FINANCIAL PLANNING | TREASURE FINANCIAL PLANNING INC. | PATHFINDER FINANCIAL PLANNING, LLC | PARAGON CAPITAL, LLC | FINANCIAL FUTURE SERVICES, LLC. | FINANCIAL ACTION, INC.
State Registrations and Notice Filings
(2/16/2007)
(1/6/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2005About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Brian Reed's CRS (Customer Relationship Summary).
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