Terence Lee Reed

Current Employers

Employment History

• 11/2009 → 01/2020
  Sigma Financial Corporation
  Ann Arbor, MI
• 11/2009 → 01/2020
  Spc
  Ann Arbor, MI
• 01/2017 → 01/2024
  Get Smart Tax Llc
  Livonia, MI
• 06/2019 → Present
  Gbu Financial Life
  Livonia, MI
• 01/2020 → 09/2025
  Avantax Investment Services, Inc.
  Livonia, MI
• 01/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Livonia, MI
• 01/2020 → 09/2025
  Avantax Advisory Services
  Livonia, MI
• 06/1985 → Present
  Priority Financial Advisors, Inc.
  Livonia, MI
• 03/2010 → Present
  Fiduciary Appointment
  Livonia, MI
• 01/2024 → Present
  Center For Tax Planning
  Livonia, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Livonia, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Making Investing Personal, Llc
  Livonia, MI

Previous Registrations

• 2020-01-27 → 2025-09-05
  Avantax Advisory Services
  Livonia, MI
• 2009-11-10 → 2020-01-27
  Spc
  Livonia, MI
  Ann Arbor, MI
  Livonia, MI

Other Businesses

1) GBU Financial Life~'NIR'~17310 Farmington Rd~Livonia~MI~48152~Insurance Agent~Agent~6/3/2019~10hrs~10hrs~I will continue to sell new fixed annuities and non-securities related life insurance, monitor client relationships, and continue to service existing contracts. The majority of my time will be spent on fixed annuities, which I anticipate less that 10% of my yearly revenue. 2) Priority Financial Advisors, Inc.~'NIR'~17310 Farmington Rd~Livonia~MI~48152~Other~Other~6/4/1985~10hrs~10hrs~I manage and pay my employees through this corporation. I handle the banking, accounting, and paying bills. 3) Fiduciary Appointment-Trustee~'NIR'~17310 Farmington Rd~Livonia~MI~48152~3/23/2010~1hrs~1hrs~I am the co-trustee of the trust. If the beneficiary needs funds from the trust, she comes to me. I also facilitate the trust's tax preparation. 4)MIP ADVISORS, LLC POSITION: Co-Owner NATURE: Entity for employee group Healthcare and payroll expenses. Not revenue generating or used for any other purpose. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 17310 Farmington Rd, Livonia MI 48152, United States DESCRIPTION: The only duties included capital contributions to the account to cover said payroll expenses 5) CENTER FOR TAX PLANNING POSITION: Owner/Partner NATURE: We will coordinate tax services for clients, and my specific role is to help with client intake and coordination of taxservices. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/17/2024 ADDRESS: 17310 Farmington Rd, Livonia MI 48152, United States DESCRIPTION: We will coordinate tax services for clients, and my specific role is to help with client intake and coordination of taxservices. I will not prepare any returns myself, and I am solely helping to coordinate the tax arm of our practice. 6)Earl E. Graf Trust U/A dtd 1/28/1997; Trustee; Fiduciary Appointment; NIR; ; 03/23/2010; 17310 Farmington Rd Livonia MI 48152; I am the co-trustee of the trust. If the beneficiary needs funds from the trust, she comes to me. I also facilitate the trust's tax preparation. 7)NAME OF OTHER BUSINESS: MAKING INVESTING PERSONAL, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-04-08

Designations

Other Names

• Terry Reed