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Urbandale, IA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life | Milwaukee | WI | 07/1987 | 12/2017 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 04/1989 | 01/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2007 | 01/2018 |
| Client One Securities, Llc | Leawood | KS | 02/2018 | 12/2018 |
| Client One Securities, Llc | Leawood | KS | 03/2018 | 12/2018 |
| Steven Reed, Sole Proprietor | Urbandale | IA | 07/1987 | Present |
| Reed Financial, Llc | Urbandale | IA | 01/2018 | Present |
| College Funding Constultants, Llc | Urbandale | IA | 05/2020 | 03/2024 |
| Reed Commercial Lending Llc | Urbandale | IA | 03/2024 | Present |
Steven Reed, Sole Proprietor; Urbandale, IA; Investment Related; Insurance Agent; Fixed Insurance sales; 30% annually; started 07/1987. Reed Commercial Lending LLC; Managing Member; Urbandale IA; Investment Related; Commercial Lending Broker; 35% annually; Started 03/2024; Works with small business owners, lenders and other lending brokers to facilitate financial transactions between business owners and lenders.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-19 |
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