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Alex Reader Location
Saint Paul, MN, US
Alex Reader Work
Executive Director @ (February 2025 - Present)
Director, Financial Planning @ (January 2017 - February 2025)
Senior Financial Consultant @ (November 2012 - December 2016)
Life Insurance Wholesale Representative @ Carroll Enterprises, SBIA (November 2011 - November 2012)
Investment Consultant and Business Development Specialist, Officer @ (January 2008 - October 2011)
Alex Reader Education
The University of Kansas 2001-2005
Alex Reader Skills
Series 7
Series 63
Investment Management
Wealth Management
Risk Assessment
Asset Management
Asset Allocation
Investments
Retirement Planning
Finance
Sales
Business Development
Financial Services
Management
Securities
Portfolio Management
Investment Advisory
Microsoft Office
Risk Management
JavaScript
Alex Reader Summary
Alex Reader, based in Saint Paul, MN, US, is currently a Executive Director at Edelman Financial Engines. Alex Reader brings experience from previous roles at Edelman Financial Engines, TD Ameritrade, Carroll Enterprises, SBIA and Wells Fargo Advisors. Alex Reader holds a 2001 - 2005 The University of Kansas. With a robust skill set that includes Series 7, Series 63, Investment Management, Wealth Management, Risk Assessment and more. Alex Reader has 2 emails and 2 mobile phone numbers on RocketReach.
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