DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

Todd Michael Reeg

Advisor at XCELSIOR ADVISOR PARTNERS LLC

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:008afc48-3530-4f4e-95c4-4e3c63a45251

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 22, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: XCELSIOR ADVISOR PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 19, 1999
First registration: May 22, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 3254227

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XCELSIOR ADVISOR PARTNERS LLC	Independent wealth	Jul 27, 2026	n/a	yes	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Current employment
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Oct 17, 2014	Aug 17, 2026	no	SCOTTSDALE, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Oct 20, 2014	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	May 22, 2007	Jan 1, 2008	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROBERT W. BAIRD & CO. INCORPORATED	XCELSIOR ADVISOR PARTNERS LLC	Aug 17, 2026	Jul 27, 2026	-21	Firm change	RIA to RIA
WELLS FARGO ADVISORS	ROBERT W. BAIRD & CO. INCORPORATED	Oct 20, 2014	Oct 17, 2014	-3	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8158:334779:AZ:2026-08-17	Aug 17, 2026	Jul 27, 2026	SCOTTSDALE, AZ	Firm change

Relationships

Registered with (4)

→ XCELSIOR ADVISOR PARTNERS LLCRegistered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Oct 17, 2014 to Aug 17, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Oct 20, 2014factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
May 22, 2007 to Jan 1, 2008factForm ADV

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
Todd Michael Reeg left Robert W. Baird & Co. Incorporated for Xcelsior Advisor Partners Llc (registered 2026-07-27)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:008afc48-3530-4f4e-95c4-4e3c63a45251
First observed: May 22, 2007
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Todd Michael Reeg

Advisor at XCELSIOR ADVISOR PARTNERS LLC

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:008afc48-3530-4f4e-95c4-4e3c63a45251

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:30 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

XCELSIOR ADVISOR PARTNERS LLC

Independent wealth

Jul 27, 2026

n/a

yes

SCOTTSDALE, AZ|SCOTTSDALE, AZ

Current employment

ROBERT W. BAIRD & CO. INCORPORATED

Mixed wealth

Oct 17, 2014

Aug 17, 2026

SCOTTSDALE, AZ

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jan 1, 2008

Oct 20, 2014

SCOTTSDALE, AZ|SCOTTSDALE, AZ

Previous registration

A. G. EDWARDS & SONS, INC.

n/a

May 22, 2007

Jan 1, 2008

SCOTTSDALE, AZ|SCOTTSDALE, AZ|ST. LOUIS, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ROBERT W. BAIRD & CO. INCORPORATED

XCELSIOR ADVISOR PARTNERS LLC

Aug 17, 2026

Jul 27, 2026

-21

Firm change

RIA to RIA

WELLS FARGO ADVISORS

ROBERT W. BAIRD & CO. INCORPORATED

Oct 20, 2014

Oct 17, 2014

-3

Firm change

Other

A. G. EDWARDS & SONS, INC.

WELLS FARGO ADVISORS

Jan 1, 2008

Bulk transfer

Other

Team

Left

Joined

From

Kind

8158:334779:AZ:2026-08-17

Aug 17, 2026

Jul 27, 2026

SCOTTSDALE, AZ

Firm change