William
Gettings
Gettings Reed Financial
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About this Advisor
William Gettings is a certified financial planner and chartered financial consultant who works out of Lafayette, Indiana with 3 years of relevant experience. Gettings is an advisor for Gettings Reed Financial. Their career trajectory has included roles at Cfd Investments, Inc, Creative Financial Designs, Inc, Gettings Reed Financial Services LLC and Bcgm Wealth Management Group, LLC. Gettings maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana and Texas. Gettings Reed Financial is a financial advisory company that has its headquarters in Lafayette, IN. The firm has just five financial advisors. It handles $298 million in assets under management across its 2,085 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 2,085 accounts, 23% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services are based on which service is offered. Fees billed by Gettings Reed Financial most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gettings Reed Financial Brokerage Details
$298,225,244
5
2,085
$143,034
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
William Gettings Work History
William has been registered as a financial advisor for 3 years.*
Bcgm Wealth Management Group, LLC
Cfd Investments, Inc
Creative Financial Designs, Inc
Gettings Reed Financial Services 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 William Gettings 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 Gettings Reed Financial
Lafayette, IN
Lafayette, IN
Kokomo, IN
Lafayette, IN
Lafayette, IN
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.
