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Kristy L Reed, Private Wealth Advisor serving the Madison, WI area - Ameriprise Advisors

Kristy L Reed

CFP®, CRPC, APMA, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Sky's Edge Wealth
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst

Education

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

Awards & recognition

  • AdvisorHub Women Advisors to Watch, 2023
  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Forbes Top Women Wealth Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Sky's Edge Wealth, Ameriprise Client Experience Award, 2020, 2022
  • Ameriprise Circle of Success, 2007 - 2010, 2012, 2014 - 2022

Professional associations

  • Certified Financial Planner Board of Standards, Inc.

Community participation

I have been an active member of the Junior League of Madison since 2009. The Junior League of Madison is dedicated to serving area families through community programs that address the needs of women and children. In the past, I have served as Funding and Development Chair, Finance Vice President, President Elect Elect, President Elect, President and Immediate Past President. This organization has provided me many opportunities to grow my leadership and collaboration skills, while having a positive impact on my community. Additionally, Sky's Edge Wealth supports many other local community non-profits.

Interests

My husband Brent and I have been married for 18 years and counting, and have two beautiful children, Lauren (15) and Avery (12). In my spare time, you can typically find me in a gym or at a baseball diamond watching my kids play sports. We are avid Badger fans and try to attend as many football, basketball and volleyball games as we can. I enjoy participating in area "fun runs" and have completed 2 half-marathons!