Joseph Spencer Reed

Employer firm

Ifg Advisory, LLC CRD 168012

$4.76B regulatory AUM 298 advisory clients

Reported services (Item 5G)

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

• 04/2022 → 07/2023
  Modern Woodmen Of America
  Rock Island, IL
• 02/2020 → 07/2022
  Lauderdale Hamilton Inc
  Shannon, MS
• 06/2019 → 02/2020
  Central Station Grill
  Starkville, MS
• 11/2018 → 06/2019
  Unemployed
  Starkville, MS
• 03/2018 → 11/2018
  Restaurant Tyler
  Starkville, MS
• 08/2017 → 03/2018
  Mississippi State University
  Starkville, MS
• 05/2017 → 07/2017
  Mississippi Bee's
  Jackson, MS
• 03/2016 → 05/2017
  Ely's Restaurant And Bar
  Ridgeland, MS
• 08/2022 → 07/2023
  Mwa Financial Services Inc
  Rock Island, IL
• 07/2023 → 05/2024
  Lincoln Financial Securities
  Amory, MS
• 06/2024 → Present
  Lpl Financial Llc
  Columbus, MS
• 01/2020 → Present
  Worn Tools Woodworking Llc
  Amory, MS
• 06/2024 → Present
  Ifg Advisory, Llc D/B/A Nickels Wealth Management
  Atlanta, GA

Previous Registrations

• 2023-09-18 → 2024-06-11
  Osaic Fs, Inc.
  Amory, MS
  Lexington, KY
  Amory, MS

Other Businesses

1) 06/2024 - Worn Tools Woodworking LLC / Owner/woodworker / Outside/W-2 Employment / Non Inv. Related / Amory, MS / Start 01/01/2020 - 16 hrs per month - 10 % Time Spent 2) 06/2024 -Nickels Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 06/2024- Life, Accident and Health Insurance & Variable Products / Columbus, MS / Investment related / Start Date 05/2022 / Sale of insurance and variable products - 10 hrs per month - 10 hrs per month during trading hours 4) 07/02/2024 - IFG Advisory, LLC - Registered Investment Advisor Hybrid - Admin - Invesment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to IFG Advisory, LLC, an independent investment advisor firm. I started this business activity in 06/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-11
• S63 Uniform Securities Agent State Law Examination
  2022-08-29

Other Names

• Spencer Reed