Leslie Dean Reed

Employer firm

Rim Group CRD 157108

$1.66M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 07/2011 → Present
  Reed Investment Management, (Rim Group)
  Indianapolis, IN
• 01/2014 → 08/2017
  American Equity Investment Corp
  New Albany, IN

Previous Registrations

• 2005-07-06 → 2006-06-23
  Chase Investment Services Corp.
  Indianapolis, IN
  Indianapolis, IN
• 2005-03-11 → 2005-07-06
  Banc One Securities Corporation
  Indianapolis, IN

Other Businesses

INVESTMENT ADVISOR REPRESENTATIVE & OWNER OF REED INVESTMENT MANAGEMENT, LLC (RIM GROUP), 20 TO 30 HOURS PER WEEK. AUTHOR - PHIMISMS PUBLISHING COMPANY, NON-INVESTMENT RELATED, 4310 GUION ROAD INDIANAPOLIS, IN, 20 HOURS PER MONTH. SALE OF FIXED INSURANCE PRODUCTS THROUGH FMO INSOURCE INC., 8500 KEYSTONE CROSSING BLVD SUITE 300, INDIANAPOLIS, IN 3 HOURS PER WEEK

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-18
• S63 Uniform Securities Agent State Law Examination
  1986-06-30