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Troy E. Reeder

CRD#: 4878065
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Troy Earl Reeder

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Troy Earl Reeder was a registered financial professional .

Troy is a previously registered financial professional and started their career in finance in 2005. Troy had worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 14, 2021 - June 3, 2026

ATLAS LIFESTYLE PLANNING GROUP LLC

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.

BD
CRD#: 5685
ENGLEWOOD, CO
Past

February 11, 2019 - December 6, 2019

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

October 12, 2017 - March 18, 2019

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

April 14, 2016 - March 10, 2017

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

April 7, 2015 - April 5, 2016

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

July 12, 2013 - March 23, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

January 9, 2012 - December 31, 2012

MIDAMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 47351
JOPLIN, MO
Past

June 3, 2010 - September 2, 2011

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

April 5, 2007 - February 26, 2009

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

January 1, 2005 - March 16, 2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/1/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AL
ATLAS LIFESTYLE PLANNING GROUP LLC
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
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts180
AUM (Assets Under Management)$ 72,500,000

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.

Company Information


ATLAS LIFESTYLE PLANNING GROUP LLC

CRD#: 305278

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