Amanda Elizabeth Lisachenko

Employer firm

Reed Financial Services, Inc. CRD 112179

$389M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  James Reed Financial Services, Inc. Dba Reed Financial Services
  Mayfield Heights, OH
• 04/2011 → Present
  Apw Capital, Inc.
  Rockaway, NJ

Other Businesses

(1) James Reed Financial Services, Inc.; Investment related; Cleveland, OH; Nature of Business: SEC registered investment advisor, wealth management and financial planning; Start date: 8/1998; title: President/CCO/IAR; Duties: run the day-to-day operations of the company; Time spent: approximately 160-200 Hours/Month; approximately 90% of hours during trading hours. (2) APW Capital, Inc.; Investment related; Rockaway, NJ; nature of Business: Broker Dealer firm; Start date: 04/2011; Registered Representative; Less than 10% of professional time spent per month during trading hours; client service. (3) St. Mary's of the Assumption; non-investment related; Mentor, Ohio, Service: finance committee, Title/Position: committee member, Start date: 06/01/2016; Approximate number of hours/month devoted:4-5 hours/ year, Describe your duties: reviewing financials. (4) James Reed Financial Services, Inc., Investment related:Yes, 5885 Landerbrook Dr, Ste 110, Cleveland, OH, 44124, Life and long-term care insurance and annuities, President/CCO/IAR, 08/01/1998, 10, Independent Licensed Insurance Agent

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-01-18

Designations

• Certified Financial Planner

Other Names

• Amanda Elizabeth Mcfarlane
• Amanda Elizabeth Mcfarlane