Charles Reader has been an investment adviser representative at Illuminate Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners.
Illuminate Wealth Management LLC is a Barrington, IL firm with $168M under management, 77 clients and 2 advisers across 8 offices, as of its May 2026 filing.
Charles Reader’s longest registration was 7 years at Different by Design Financial Planning (2016–2024). Before joining Illuminate Wealth Management in 2025, Charles Reader was registered through Different by Design Financial Planning and Leading Edge Financial Planning LLC.
- Illuminate Wealth ManagementCurrent– present · 1 yearShelbyville, KY · Adviser representative · Firm CRD 306411
- Different by Design Financial Planning– · under a yearShelbyville, KY · Adviser representative · Firm CRD 282810
- Leading Edge Financial Planning LLC– · under a yearShelbyville, KY · Adviser representative · Firm CRD 277149
- Solitude Financial Services, Inc.– · under a yearCharlottesville, VA · Adviser representative · Firm CRD 150348
- Different by Design Financial Planning– · 7 yearsShelbyville, KY · Adviser representative · Firm CRD 282810
- Coats Financial Planning– · 1 yearLouisville, KY · Adviser representative · Firm CRD 122135
Investment adviser representative registrations
Charles Reader is registered as an investment adviser representative in Kentucky, since June 2025.
- KentuckySince 17 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Travis Reader
- CRD
- 6289943
- Firm
- Illuminate Wealth Management · CRD 306411
- Office
- Shelbyville, KY
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Reader work?
Charles Reader is an investment adviser representative registered through Illuminate Wealth Management LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Charles Reader a financial advisor?
Yes. Charles Reader has a current investment-adviser registration in Kentucky, through Illuminate Wealth Management since June 2025.
How many years of experience does Charles Reader have?
Charles Reader has 11 years in the financial industry, since April 2015, across 5 adviser firms.
What exams has Charles Reader passed?
Charles Reader passed the Series 65 in March 2014.
Where did Charles Reader work before Illuminate Wealth Management?
Before Illuminate Wealth Management, Charles Reader was registered through Different by Design Financial Planning, March 2025 to June 2025; Leading Edge Financial Planning LLC, November 2024 to December 2024; Solitude Financial Services, Inc., February 2024 to May 2024; Different by Design Financial Planning, March 2016 to January 2024; Coats Financial Planning, March 2014 to December 2015.
Where is Charles Reader based?
Charles Reader’s registered office is in Shelbyville, KY.
Is Charles Reader registered with FINRA?
No. Charles Reader has no current broker registration.
How can I verify Charles Reader’s record?
Search CRD 6289943 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Reader’s full registration record.
