Reed
Haimson
Great Point Advisors, LLC
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About this Advisor
Reed Haimson is a certified financial planner operating in Lakewood, Colorado with a total of 1 year of industry experience. Haimson is an employee of Great Point Advisors, LLC. Their career trajectory has included roles at Fat Stack LLC, Colorado Financial Service Corporation and Great Point Capital, LLC. Haimson holds Series 66 and Series 63 licenses, certifying them as a securities agent, and is registered to advise clients in Colorado. Great Point Advisors, LLC is a firm that has its headquarters in Chicago, IL. It manages $20 million in assets among its 72 accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 72 customer accounts, 42% belong to high-net-worth clients who have more than $1 million in investable assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. Fee types billed by Great Point Advisors, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Point Advisors, LLC Brokerage Details
$19,921,932
17
72
$276,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reed Haimson Work History
Reed has been registered as a financial advisor for 1 years.*
Great Point Capital, LLC
Colorado Financial Service Corporation
Fat Stack LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Reed Haimson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Point Advisors, LLC
Chicago, IL
White Plains, NY
Chicago, IL
Chicago, IL
Chicago, IL
Lakewood, CO
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
