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An Ameriprise Platinum Financial Services® Practice

 
 
Kristy L Reed Ameriprise Financial Advisor

Kristy L Reed

CFP®, CRPC®, APMASM

Financial Advisor

Managing Director, WAYNE, REED & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

 

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608.829.6629

kristy.l.reed@ampf.com

 
 

16

Years of Experience

95

Client Satisfaction Score

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WAYNE, REED & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • APMASM Accredited Portfolio Management Advisor
  • Managing Director
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Office Location

1110 Fourier Dr
Ste 100
Madison, WI 53717-1949
Map Phone: 608.829.6629 Fax: 608.829.6641

Hours: Monday8 a.m. - 5 p.m.
Tuesday8 a.m. - 5 p.m.
Wednesday8 a.m. - 5 p.m.
Thursday8 a.m. - 5 p.m.
Friday8 a.m. - 3:30 p.m.

To schedule an appointment, please contact Rebecca Jenks at rebecca.s.jenks@ampf.com.

Awards & Recognition

  • Ameriprise Circle of Success, 2006, 2007, 2008, 2009, 2011

Education

  • UW-La Crosse, Bachelor of Science Degree (with Honors) in Finance

Professional Associations

  • Certified Financial Planner Board of Standards, Inc.

My Approach

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Interests

  • I am married with two beautiful children, Lauren and Avery.
  • I enjoy participating in almost any sporting activity
  • I am an avid Wisconsin Badger Sports Fan

Community Participation

I am an active member of the Junior League of Madison.

Wayne, Reed and Associates as a team, helped build a home with Habitat for Humanity of Dane County in 2009 and 2010.

Junior League of Madison

Habitat for Humanity

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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License Information

I am licensed and registered to conduct business in WI.
Based on licenses and registrations I hold, I may also conduct business in FL, OK, WA, MN, MD, CA, IN, IL, TX, LA, NC.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.