Jeffrey Dalton Reddick

Employer firm

Wg Plan LLC CRD 338296

$5.00M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2014 → 10/2016
  Independent Financial Group
  San Diego, CA
• 10/2015 → 10/2023
  Reddick Consulting, Llc D/B/A Proline Financial Advisors
  Mckinney, TX
• 10/2016 → 10/2023
  Reddick Consulting, Llc D/B/A Proline Financial Advisors
  Mckinney, TX
• 01/2014 → 10/2023
  Guideline Capital Management
  Mckinney, TX
• 03/2024 → Present
  Proline Investment Management
  Mckinney, TX
• 10/2023 → 03/2024
  Unemployed
  Mckinney, TX
• 11/2025 → Present
  Wg Plan
  Mckinney, TX

Previous Registrations

• 2025-01-02 → 2025-12-31
  Proline Investment Management, Pllc
  Mckinney, TX
• 2016-10-11 → 2023-10-16
  Guideline Capital Management
  Plano, TX
• 2014-02-25 → 2016-10-05
  Independent Financial Group, Llc
  San Diego, CA
  Mckinney, TX
• 2012-09-10 → 2014-02-25
  Wfg Advisors, Lp
  Mckinney, TX
• 2012-03-15 → 2012-09-11
  Berthel, Fisher & Company Financial Services, Inc.
  Mckinney, TX
  Cedar Rapids, IA
  Mckinney, TX
• 2011-02-25 → 2012-03-15
  Girard Securities, Inc.
  San Diego, CA
  Southlake, TX
• 2007-09-19 → 2011-02-11
  Qa3 Financial Llc
  Mckinney, TX
  Mckinney, TX
  Omaha, NE
• 2007-02-23 → 2007-06-19
  National Planning Corporation
  Mansura, LA
  Mckinney, TX

Other Businesses

(1) the name of the other business; Insurance business dba is Guideline Capital Management whether the business is investment-related; it is investment related, insurance business is life insurance, annuities, long term care policies to effect necessary coverages and solutions identified for my financial planning clients the address of the other business; my same primary office for all three business: 5851 Legacy Cir Dr., Suite 600 Plano TX 75024 the nature of the other business; life insurance, annuities, ltc and disability insurance your position; financial advisor title, or relationship with the other business; financial advisor the start date of your relationship; June 1999 the approximate number of hours/month you devote to the other business; 40 hours a month the number of hours you devote to the other business during securities trading hours; 2 hours and briefly describe your duties relating to the other business; Research and then construct the best combination insurance solutions for clients who have an insurance need and then put in force and monitor (2) the name of the other business; Litigation finance business is called VPR Ventures LLC whether the business is investment-related; it is investment related but formed via attorneys and consultants as an outside business and not part of my firm the address of the other business; 5851 Legacy Cir Dr., Suite 600 Plano TX 75024 the nature of the other business; we finance third party litigation your position; Managing Director title, or relationship with the other business; CFO the start date of your relationship; October 2022 the approximate number of hours/month you devote to the other business; 20hours a month the number of hours you devote to the other business during securities trading hours; 1 hour and briefly describe your duties relating to the other business; general CFP business management duties, accounting, finance related, and due diligence on finance opportunities

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-16
• S63 Uniform Securities Agent State Law Examination
  2001-07-17

Designations

• Certified Financial Planner

Other Names

• Jeff Reddick