Reed Aaron Nothwang

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

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

• 08/2016 → 04/2018
  Edward Jones
  St. Louis, MO
• 05/2018 → 02/2021
  U.S. Bancorp Investments, Inc.
  Mill Valley, CA
• 02/2021 → 12/2021
  Brouwer & Janachowski Llc
  Mill Valley, CA
• 01/2022 → 05/2024
  Cerity Partners Llc
  Mill Valley, CA
• 05/2024 → Present
  Compound Planning
  New York, NY

Previous Registrations

• 2022-01-10 → 2024-06-20
  Cerity Partners Llc
  New York, NY
  Mill Valley, CA
• 2021-03-09 → 2022-01-03
  Brouwer & Janachowski, Llc
  Mill Valley, CA
• 2018-05-07 → 2021-02-12
  U.S. Bancorp Investments, Inc.
  Mill Valley, CA
  San Anselmo, CA
  Novato, CA
• 2017-01-25 → 2018-04-27
  Edward Jones
  Mill Valley, CA
  Larkspur, CA
  Thousand Oaks, CA
  St Louis, MO

Other Businesses

RotaCare San Rafael; not investment-related; San Rafael, CA; provides medical care to uninsured families; Director, Board of Directors; 11/30/2017; 5 hours/month; 0 hours/trading; part of board that approves budget uses, sets clinic hours, and plans events for fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-15

Designations

• Certified Financial Planner

Other Names

• Reed Nothwang