Unclaimed Profile

Curtis James Reed

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska

SIE, Series 7, Series 9, Series 10, Series 52, Series 63, Series 65CFPClean record27 years registeredARBOR POINT ADVISORS, LLC

12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 2857586Firm CRD# 165127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Curtis James Reed · LAVISTA, NE

Registration

CRD #2857586 · ARBOR POINT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

WELSPIRE LLC

May 2015 – present

ARBOR POINT ADVISORS

Dec 2012 – Mar 2015

LA VISTA, NE

SECURITIES AMERICA ADVISORS, INC.

Dec 2012 – Dec 2012

LA VISTA, NE

CHARLES SCHWAB & CO., INC.

Dec 2011 – Nov 2012

OMAHA, NE

WINDY CITY WEALTH MANAGEMENT LLC

Jan 2011 – Nov 2011

OMAHA, NE

WINDY CITY WEALTH MANAGEMENT LLC

Jan 2010 – Dec 2010

OMAHA, NE

WINDY CITY WEALTH MANAGEMENT LLC

May 2009 – Jan 2010

OMAHA, NE

CHARLES SCHWAB & CO., INC.

Jun 1999 – Dec 2002

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 52

Series 63

Series 65

Registration record

First registered · June 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR POINT ADVISORS, LLC

CRD 165127 · SEC 801-77135

AUM

$6.9B

Regulatory assets under management

Employees

2,643

28,010 client accounts

Services offered by ARBOR POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARBOR POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Curtis James Reed offer?

Curtis James Reed specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.

What are Curtis James Reed's credentials?

Curtis James Reed holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Curtis James Reed located?

Curtis James Reed is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.

How does Curtis James Reed charge for services?

Curtis James Reed's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR POINT ADVISORS, LLC?

ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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