Michael David Reeves

Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 06/2005 → 12/2016
  Innovative Health Insurance Design
  Richmond, VA
• 10/2017 → 09/2018
  Carlson Financial
  Glen Allen, VA
• 05/2018 → 10/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 12/2016 → 12/2017
  Wealthremedy Llc
  Richmond, VA
• 10/2018 → Present
  Strategic Wealth Investment Group, Llc
  Indianapolis, IN
• 10/2018 → Present
  Strategic Wealth Investment Group, Llc
  Indianapolis, IN

Previous Registrations

• 2018-05-30 → 2018-10-23
  Global Financial Private Capital, Inc.
  Colorado Springs, CO
  Glen Allen, VA
  Sarasota, FL
• 2017-05-04 → 2017-12-31
  Wealthremedy, Llc
  Richmond, VA
• 2004-10-08 → 2010-01-06
  Tower Square Securities, Inc.
  Midlothian, VA
  Richmond, VA

Other Businesses

INSURANCE AGENT FOR CARLSON FINANCIAL/ THE BUSINESS IS INVESTMENT-RELATED/ CARLSON FINANCIAL 5207 HICKORY PARK DRIVE SUITE E GLEN ALLEN VA 23059/ FINANCIAL ADVISOR/ RELATIONSHIP STARTED 10/20/2017/ 30 HOURS A MONTH/ PROVIDE INSURANCE QUOTES FOR LIFE INSURANCE AND FIXED INDEXED ANNUITIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-09-26
• S65 Uniform Investment Adviser Law Examination
  2016-07-27