Steven Reed
Reed Financial · Urbandale, Iowa
Steven Reed is a fee-only financial advisor at Reed Financial in Urbandale, Iowa, who holds the ChFC credential. Steven focuses on retirement planning and estate & legacy planning. Reed Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Reed Financial |
|---|---|
| Based in | Urbandale, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $20.6M across 32 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IA · CRD 1935954 |
| Exams passed | Series 63 (1989) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | reedfinancialllc.com |
How Steven's firm compares
- Reed Financial's average account is about $643,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Steven
Is Steven Reed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Reed Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Reed Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Reed based?
Steven Reed is based in Urbandale, Iowa.
What does Steven specialize in?
Steven's specialties include retirement planning and estate & legacy planning.
What credentials does Steven Reed hold?
Steven Reed holds the ChFC credential.
Is Steven Reed registered with the SEC?
Yes. Steven Reed is registered as an investment adviser representative in IA (CRD 1935954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reed Financial manage?
Reed Financial reports $20.6M across 32 accounts in assets under management.
How do I contact Steven Reed?
Through Steven's website, reedfinancialllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Reed Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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