Michelle Pamela Reed

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2012 → 09/2016
  Publix Super Markets
  Rockledge, FL
• 05/2016 → Present
  Jd Bowen Financial Group
  Indian Harbour Beach, FL
• 06/2016 → Present
  Lpl Financial, Llc
  Indian Harbour Beach, FL

Other Businesses

1)7/17/2020- JD BOWEN FINANCIAL GROUP- DBA for LPL Business (entity for LPL business)- Inv. Related- Indian Harbour Beach, FL -start date 6/2016- 100% 2) 3/8/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 09/22/2020 - 1 Hour Per Month During Securities Trading. 3) 01/13/2026 - Resolute Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 150 hours per month/ 140 hours during trading 4) 03/30/2026 - Reed Property Holdings - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Melbourne, FL - Start Date 03/25/2026 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-07-25

Other Names

• Michelle P Reed
• Michelle P Smith
• Michelle Pamela Smith
• Michelle Pamela Reed