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Charles Travis Reader

Illuminate Wealth Management

Barrington, IL

Shelbyville, KY

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Current Employers
Illuminate Wealth Management

777 N. Lake Zurich Road Suite 125C, Barrington, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-06-17
  • KY RA
    APPROVED
    Since 2025-06-17

Branch Locations

777 N. Lake Zurich Road Suite 125C, Barrington, IL 60010 • United States

Shelbyville, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leading Edge Financial Planning Llc Shelbyville KY 09/2024 12/2024
Unemployed Shelbyville KY 06/2024 08/2024
Different By Design Financial Planning Shelbyville KY 12/2015 01/2024
Illuminate Wealth Management Louisville KY 05/2025 Present
Different By Design Financial Planning Shelbyville KY 01/2025 05/2025
Solitude Financial Services Charlottesville VA 02/2024 05/2024
  • 09/2024 → 12/2024
    Leading Edge Financial Planning Llc
    Shelbyville, KY
  • 06/2024 → 08/2024
    Unemployed
    Shelbyville, KY
  • 12/2015 → 01/2024
    Different By Design Financial Planning
    Shelbyville, KY
  • 05/2025 → Present
    Illuminate Wealth Management
    Louisville, KY
  • 01/2025 → 05/2025
    Different By Design Financial Planning
    Shelbyville, KY
  • 02/2024 → 05/2024
    Solitude Financial Services
    Charlottesville, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-24
  • S65 Uniform Investment Adviser Law Examination
    2014-03-24
Designations
Other Names
  • Travis Reader

View on SEC IAPD

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ANTHONY JOSEPH BALDASSANO
BRAD ALLAN HERMAN
DANIEL PAUL FELDSTEIN

Other Offices

MERIT FINANCIAL ADVISORS · Barrington, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Barrington, IL
PATRICK M. SWEENEY & ASSOCIATES, INC · Barrington, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Barrington, IL
LPL FINANCIAL LLC · BARRINGTON, IL
CARTER FINANCIAL GROUP, INC. · BARRINGTON, IL
EDWARD JONES · BARRINGTON, IL
TORANA GROUP LLC · BARRINGTON, IL

More in Barrington, IL

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