Gary Reese has been an investment adviser representative at Authentic Counsel since March 2025, and is not listed among the firm’s executive officers or direct owners.
Authentic Counsel, LLC is a Greenwood Village, CO firm with $173M under management, 271 clients and 6 advisers across 2 offices, as of its July 2026 filing.
Gary Reese’s longest registration was 11 years at Creative Financial Designs, Inc. (2013–2024). Before joining Authentic Counsel in 2025, Gary Reese was registered through Creative Financial Designs, Inc. and Next Financial Group, Inc.
- Wealthbuilders InvestmentsCurrent– present · 1 yearLakeland, FL · Adviser representative · Firm CRD 173306
- Creative Financial Designs, Inc.– · 11 yearsBluffton, OH · Adviser representative · Firm CRD 109032
- Next Financial Group, Inc.– · 4 yearsBluffton, OH · Adviser representative · Firm CRD 46214
- Capital Financial Services, Inc.– · 2 yearsBluffton, OH · Adviser representative · Firm CRD 8408
- Empire Investment Advisors. Inc– · 1 yearBluffton, OH · Adviser representative · Firm CRD 108006
- Prudential Financial Planning Services– · 2 yearsFindlay, OH · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Gary Reese is registered as an investment adviser representative in Florida, since March 2025.
- FloridaSince 20 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 18 October 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 January 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 February 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary Robert Reese
- CRD
- 1801500
- Firm
- Authentic Counsel · CRD 173306
- Office
- Lakeland, FL
- Registration
- Investment adviser registration
- In the industry since
- August 1988
- Disciplinary history
- Not yet shown here · SEC record
Where does Gary Reese work?
Gary Reese is an investment adviser representative registered through Authentic Counsel, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Gary Reese a financial advisor?
Yes. Gary Reese has a current investment-adviser registration in Florida, through Authentic Counsel since March 2025.
How many years of experience does Gary Reese have?
Gary Reese has 38 years in the financial industry, since August 1988, across 6 adviser firms.
What exams has Gary Reese passed?
Gary Reese has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in February 1988. FINRA credited Gary Reese with the SIE, which began in October 2018.
Where did Gary Reese work before Authentic Counsel?
Before Authentic Counsel, Gary Reese was registered through Creative Financial Designs, Inc., February 2013 to March 2024; Next Financial Group, Inc., March 2008 to February 2013; Capital Financial Services, Inc., November 2005 to March 2008; Empire Investment Advisors. Inc, December 2003 to November 2005; Prudential Financial Planning Services, July 2001 to October 2003.
Where is Gary Reese based?
Gary Reese’s registered office is in Lakeland, FL.
Is Gary Reese registered with FINRA?
No. Gary Reese has no current broker registration.
How can I verify Gary Reese’s record?
Search CRD 1801500 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Reese’s full registration record.
