Shanna Joelle Reed

Employer firm

Maridea Wealth Management CRD 325523

$959M regulatory AUM

Reported services (Item 5G)

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

• 04/2015 → 08/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2015 → 08/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2025 → Present
  Maridea Wealth Management Llc
  Gilbert, AZ
• 08/2025 → Present
  Maridea Insurance Company, Llc
  Gilbert, AZ

Previous Registrations

• 2015-05-20 → 2025-09-09
  Cambridge Investment Research Advisors, Inc.
  Chandler, AZ
  Scottsdale, AZ
  Gilbert, AZ
  Gilbert, AZ
  Tucson, AZ
• 2012-02-13 → 2015-04-20
  Edward Jones
  Gilbert, AZ
  Gilbert, AZ
  St Louis, MO
  Mesa, AZ

Other Businesses

1) BY HFS; INVESTMENT-RELATED; 323 S GILBERT RD, STE 111, GILBERT AZ; FINANCIAL COACHING, TAX, DIVORCE, ESTATE PLANNING, AND BUSINESS LEGAL SERVICES; OWNER; LESS THAN 5% OF TIME DURING THE MONTH. 2) MARIDEA INSURANCE COMPANY, LLC; SAME ADDRESS; INVESTMENT-RELATED; LICENSED INSURANCE AGENT; INSURANCE SALES AND IMPLEMENTATION OF INSURANCE RECOMMENDATIONS; 10% OF TIME DURING THE MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-04

Other Names

• Shanna Tingom
• Shanna Joelle Tingom