Charles T. Reader

ILLUMINATE WEALTH MANAGEMENT

Shelbyville, KY

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CRD#: 6289943

Professional summary

Charles Travis Reader, CFP®, who also goes by Travis Reader, is a registered financial advisor currently at ILLUMINATE WEALTH MANAGEMENT located in Shelbyville, Kentucky.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Charles has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Investment Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Travis Reader

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 Charles Travis Reader's CRS (Customer Relationship Summary).

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^®

RIA

CRD#: 122135

LOUISVILLE, KY

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".

ILLUMINATE WEALTH MANAGEMENT

ILLUMINATE WEALTH MANAGEMENT | ILLUMINATE WEALTH MANAGEMENT LLC

CRD#: 306411 / SEC#: 801-132968

RIA

Registered Investment Advisory firm - (6/11/2025 Approved)

Colorado

Registered Investment Advisory firm - (6/24/2025 Terminated)

Florida

Registered Investment Advisory firm - (6/23/2025 Terminated)

Illinois

Registered Investment Advisory firm - (6/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kentucky
(6/17/2025)

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: 3/24/2014

Uniform Investment Adviser Law Examination

Current Firm

ILLUMINATE WEALTH MANAGEMENT

ILLUMINATE WEALTH MANAGEMENT | ILLUMINATE WEALTH MANAGEMENT LLC

CRD#: 306411 / SEC#: 801-132968

RIA

Registered Investment Advisory firm - (6/11/2025 Approved)

Colorado

Registered Investment Advisory firm - (6/24/2025 Terminated)

Florida

Registered Investment Advisory firm - (6/23/2025 Terminated)

Illinois

Registered Investment Advisory firm - (6/23/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/23/2025 Terminated)

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Contact information

Main Address

777 N. Lake Zurich Road Suite 125c, Barrington, IL 60010

Mailing Address

Phone number

(847) 595-1315

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ILLUMINATE ADV PART 2A BROCHURE (5/12/2025)

Regulatory assets under management

Total Number of Accounts	296
AUM (Assets Under Management)	$ 120,089,076

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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Charles T. Reader

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Travis Reader's CRS (Customer Relationship Summary).

Certified licenses

Experience

ILLUMINATE WEALTH MANAGEMENT

DIFFERENT BY DESIGN FINANCIAL PLANNING

LEADING EDGE FINANCIAL PLANNING LLC

SOLITUDE FINANCIAL SERVICES, INC.

DIFFERENT BY DESIGN FINANCIAL PLANNING

COATS FINANCIAL PLANNING

Primary Firm SEC Registration

ILLUMINATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2014

Current Firm

ILLUMINATE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ILLUMINATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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