Amanda Lisachenko
Amanda Lisachenko is a CFP-designated registered investment advisor at Reed Financial Services, INC., based in Cleveland, OH, with 26 years of industry experience. Their practice areas include Business Owners, Charitable Giving, High Net Worth, Insurance Planning, and 2 more. Their firm serves 351 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fee Estimator
Location
5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amanda is the President/CCO/IAR of James Reed Financial Services, Inc. and a registered representative with APW Capital, Inc. Amanda is also an independent licensed insurance agent selling life, long-term care insurance, and annuities.
Employment History
Current Registrations
Reed Financial Services, INC.
Apw Capital, INC.Broker
Previous Registrations
Financial Network Investment CorporationBroker
State Registrations13 states
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