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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-1989
- Office Locations
- 1
Office Locations
About Reed Financial Services, Inc.
Reed Financial Services is a Cleveland, Ohio advisory firm serving individuals and families—often business owners, entrepreneurs, and retirees—with a proactive, relationship-driven approach across life stages. The team provides holistic planning (retirement, tax, estate, insurance, education) alongside portfolio construction focused on asset allocation and risk management, using public funds such as mutual funds and ETFs. Custody includes Pershing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMANDA ELIZABETH LISACHENKO
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #3056850
- Ownership
- 50% but less than 75%
JANET S EDWARDS
CLIENT RELATIONS DIRECTOR, Director
- CRD
- #3238795
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Liam A Studt
--
- CRD
- #7001525
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,646,926 | $333,316 |
| Non-Discretionary | $0 | -- |
| Total | $388,646,926 | $333,316 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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