Investment adviser representative · Cerity Partners LLC
Reece Oleson
CRD 6617400 · West Des Moines, IA
At a glance
Reece Oleson is an investment adviser representative with Cerity Partners LLC in West Des Moines, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Reece’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Cerity Partners LLCSince October 2026West Des Moines, IA · $162B in regulatory assets
- Gilbert & Cook, Inc.Since April 2018West Des Moines, IA · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Reece’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cerity Partners LLC
- Todd C. HenningsenWest Des Moines · Certified Financial Planner, Chartered Financial Analyst
- Thomas M. McCaffreyWest Des Moines · Certified Financial Planner, Chartered Financial Analyst
- Zachary D. RipkaWest Des Moines · Certified Financial Planner
- Alan D. RyersonWest Des Moines
- Jarrett SheetsWest Des Moines · Certified Financial Planner
- Jessica SwaimWest Des Moines · Certified Financial Planner
- Hayden D. ZeidlerWest Des Moines · Chartered Financial Analyst
- David E. AaronNew York
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