Investment adviser representative · Total Wealth Planning And Management, Inc.
Reid T. Winder
CRD 3000701 · Palmetto, FL
At a glance
Reid T. Winder is an investment adviser representative with Total Wealth Planning And Management, Inc. in Palmetto, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Reid’s SEC record dates to 1998, about 28 years ago.
Current advisory firm
- Total Wealth Planning And Management, Inc.Since November 2021Palmetto, FL · $239M in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Reid’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
- 5 firmsLocked
- 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
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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.