Stephen Kenneth Reeves

Employer firm

Headinvest CRD 140518

$892M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 04/2017
  Valic Financial Advisors, Inc.
  Brentwood, TN
• 04/2018 → 02/2022
  Foreside Financial Group
  Portland, ME
• 04/2018 → 02/2022
  Foreside Fund Services, Llc
  Portland, ME
• 05/2017 → 04/2018
  Auburn University
  Auburn, AL
• 08/2019 → 12/2020
  Compass Distributors, Llc
  Portland, ME
• 02/2022 → Present
  Headinvest
  Portland, ME
• 02/2025 → Present
  Headinvest
  Portland, ME

Previous Registrations

• 2016-06-06 → 2017-04-06
  Valic Financial Advisors, Inc.
  Brentwood, TN
• 2016-01-29 → 2016-04-05
  Mml Investors Services, Llc
  Brentwood, TN
• 2014-11-13 → 2015-11-09
  Truist Investment Services, Inc.
  Brentwood, TN
• 2012-11-27 → 2014-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
  Franklin, TN
  Nashville, TN
  Nashville, TN
• 2011-08-10 → 2012-09-05
  Morgan Stanley
  Portland, ME
  Portland, ME

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-24
• S63 Uniform Securities Agent State Law Examination
  2011-06-17

Other Names

• Steve Kenneth Reeves
• Stephen K Reeves
• Steve Reeves
• Stephen Kenneth Reeves