Reid Winder has been an investment adviser representative at Total Wealth Planning and Management since November 2021, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Planning and Management, Inc. is a firm with $239M under management, 414 clients and 7 advisers across 7 offices, as of its April 2026 filing.
Reid Winder’s longest registration was 15 years at Longboat Key Financial Group, LLC (2006–2021). Before joining Total Wealth Planning and Management in 2021, Reid Winder was registered through Longboat Key Financial Group, LLC and Raymond James Financial Services.
- – present · 4 yearsPalmetto, FL · Adviser representative · Firm CRD 166664
- Longboat Key Financial Group, LLC– · 15 yearsLongboat Key, FL · Adviser representative · Firm CRD 138830
- Raymond James Financial Services– · 2 yearsLongboat Key, FL · Adviser representative · Firm CRD 6694
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearBradenton, FL · Adviser representative · Firm CRD 7691
- Raymond James & Associates, Inc.– · 4 yearsBradenton, FL · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Reid Winder is registered as an investment adviser representative in 2 states. Each was approved in November 2021.
- FloridaSince 29 November 2021
- TexasSince 19 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 March 1998 |
| Series 7 | General Securities Representative Examination | 12 March 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Reid T Winder
- CRD
- 3000701
- Firm
- Total Wealth Planning and Management · CRD 166664
- Office
- Palmetto, FL
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Reid Winder work?
Reid Winder is an investment adviser representative registered through Total Wealth Planning and Management, Inc. since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Reid Winder a financial advisor?
Yes. Reid Winder has a current investment-adviser registration in Florida and Texas, through Total Wealth Planning and Management since November 2021.
How many years of experience does Reid Winder have?
Reid Winder has 28 years in the financial industry, since June 1998, across 5 adviser firms.
What exams has Reid Winder passed?
Reid Winder has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 1998.
Where did Reid Winder work before Total Wealth Planning and Management?
Before Total Wealth Planning and Management, Reid Winder was registered through Raymond James Financial Services, February 2004 to November 2006; Merrill Lynch Pierce Fenner & Smith Inc., July 2002 to November 2003; Raymond James & Associates, Inc., April 1998 to August 2002.
Where is Reid Winder based?
Reid Winder’s registered office is in Palmetto, FL.
Is Reid Winder registered with FINRA?
No. Reid Winder has no current broker registration.
How can I verify Reid Winder’s record?
Search CRD 3000701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Reid Winder’s full registration record.