Troy E. Reeder

ATLAS LIFESTYLE PLANNING GROUP LLC

Englewood, CO 80112

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CRD#: 4878065

Professional summary

Troy Earl Reeder is a registered financial advisor currently at ATLAS LIFESTYLE PLANNING GROUP LLC located in Englewood, Colorado.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Troy has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

PRESIDENT OF THE BOARD OF DIRECTORS, THE ENCLAVE AT DTC HOME OWNERS ASSOCIATION. NON-INVESTMENT RELATED, 9202 E. ARBOR CIRCLE, ENGLEWOOD, CO, 80111.PROPERTY MANAGEMENT, STARTED 01/01/20, 5 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. POSITION: Board President NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 9202 E. Arbor Circle, Englewood CO 80111, United States DESCRIPTION: Approve vendors we partner with, approve estimates and work orders for community. Approve invoices to be paid and manage resolve any community issues that arise. ATLAS RISK MANAGEMENT GROUP; POSITION: Insurance Agent; INV RELATED; APPROX 25% OF TIME; START: 12/2021; ADDRESS: Englewood, CO; DESCRIPTION: Sales andn service of insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Earl Reeder'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

December 14, 2021 - Present

ATLAS LIFESTYLE PLANNING GROUP LLC

Office #1: 115 Inverness Drive E Suite 225, Englewood, CO 80112

RIA

CRD#: 305278

Englewood, CO

Past

April 2, 2021 - December 14, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ENGLEWOOD, CO

Past

June 4, 2020 - December 14, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

ENGLEWOOD, CO

Past

February 11, 2019 - December 6, 2019

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

October 12, 2017 - March 18, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

April 14, 2016 - March 10, 2017

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

April 7, 2015 - April 5, 2016

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

July 12, 2013 - March 23, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

January 9, 2012 - December 31, 2012

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

JOPLIN, MO

Past

June 3, 2010 - September 2, 2011

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

April 5, 2007 - February 26, 2009

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

January 1, 2005 - March 16, 2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

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

Arizona
(12/23/2021)

IAR

California
(8/31/2022)

IAR

Colorado
(12/14/2021)

IAR

Illinois
(12/14/2021)

IAR

Iowa
(12/14/2021)

IAR

Ohio
(11/8/2024)

IAR

Wyoming
(12/14/2021)

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 65

Date: 4/1/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/23/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATLAS LIFESTYLE PLANNING GROUP LLC

CRD#: 305278 / SEC#:

Arizona

Registered Investment Advisory firm - (1/1/2020 Approved)

California

Registered Investment Advisory firm - (8/31/2022 Approved)

Colorado

Registered Investment Advisory firm - (2/11/2020 Approved)

Illinois

Registered Investment Advisory firm - (1/2/2020 Approved)

Iowa

Registered Investment Advisory firm - (1/21/2020 Approved)

Ohio

Registered Investment Advisory firm - (11/8/2024 Approved)

Texas

Registered Investment Advisory firm - (2/16/2021 Approved)

Wyoming

Registered Investment Advisory firm - (12/18/2020 Approved)

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Contact information

Main Address

9191 Sheridan Blvd Suite 300, Westminster, CO 80031

Mailing Address

Phone number

(480) 885-8988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 334,706

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

Troy E. Reeder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Earl Reeder's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

THE LEADERS GROUP, INC.

PARK AVENUE SECURITIES LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

EMPOWER FINANCIAL SERVICES, INC.

SECURITIES AMERICA, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

TRANSAMERICA CAPITAL, LLC

COREBRIDGE CAPITAL SERVICES, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2021

Series 63

Date: 12/6/2006

SIE

Date: 10/1/2018

Series 6

Date: 12/23/2004

Current Firm

ATLAS LIFESTYLE PLANNING GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATLAS LIFESTYLE PLANNING GROUP LLC

TRUST BUT VERIFY

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