AdvisorOS Directory
Claim Profile
Unclaimed Profile
AL

Amanda Elizabeth Lisachenko

JAMES REED FINANCIAL SERVICES, INC.·CLEVELAND, Ohio
SIE, Series 7, Series 63CFPClean record11 years registeredJAMES REED FINANCIAL SERVICES, INC.
5885 LANDERBROOK DRIVE, CLEVELAND, OH 44124CRD# 3056850Firm CRD# 112179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda Elizabeth Lisachenko · CLEVELAND, OH
Registration
CRD #3056850 · JAMES REED FINANCIAL SERVICES, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

REED FINANCIAL SERVICES, INC.
May 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · May 29, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JAMES REED FINANCIAL SERVICES, INC.
CRD 112179 · SEC 801-35002
AUM
$307M
Regulatory assets under management
Employees
12
1,150 client accounts
Services offered by JAMES REED FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JAMES REED FINANCIAL SERVICES, INC. →
Introduction

Speak with Amanda

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amanda is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Amanda Elizabeth Lisachenko offer?
Amanda Elizabeth Lisachenko specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Amanda Elizabeth Lisachenko's credentials?
Amanda Elizabeth Lisachenko holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Amanda Elizabeth Lisachenko located?
Amanda Elizabeth Lisachenko is based in CLEVELAND, Ohio, working with JAMES REED FINANCIAL SERVICES, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Amanda Elizabeth Lisachenko charge for services?
Amanda Elizabeth Lisachenko's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES REED FINANCIAL SERVICES, INC.?
JAMES REED FINANCIAL SERVICES, INC. has approximately 12 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JAMES REED FINANCIAL SERVICES, INC.

James Myron Reed
CLEVELAND, OH
Evan Watson
CLEVELAND, OH
Janet S Edwards
CLEVELAND, OH

More Advisors in CLEVELAND, Ohio

Abigail Aileen Maroon
GLASFUNDS, LLC·CLEVELAND, OH
Mark Hunter Summers
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
David Austin Sands
NATIONAL CITY EQUITY PARTNERS, INC.·CLEVELAND, OH
J. T. Mullen
WEALTHTRUST FAIRPORT, LLC·CLEVELAND, OH
James Andrew Brace
GLASFUNDS, LLC·CLEVELAND, OH
Holly Marie Cavalier
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)BEACHWOOD (76)AKRON (50)DUBLIN (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)BROOKLYN (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideAKRON GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile