DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Reed Mells

U.S. Bancorp Advisors, LLCBD affiliatedWaukee, Ia dual registrantIAPD 7606047

Feed of 09/15/2026

Also filed as Reed Mells

At current firm

0 y

since Aug 3, 2026

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U.S. Bancorp Advisors, LLC BD affiliated current
since Aug 3, 2026 · Des Moines, Ia
Ameriprise Financial Services, LLC national BD
Jan 5, 2024 to Aug 5, 2026 · Iowa City, Ia
Horter Investment Management, LLC independent RIA
Jul 10, 2023 to Oct 30, 2023 · Des Moines, Ia
Portfolio Medics, LLC independent RIA
Mar 28, 2023 to Jul 21, 2023 · Bonita Springs, Fl
Primerica Advisors national BD
Oct 11, 2022 to Nov 2, 2022 · Urbandale, Ia

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to U.S. Bancorp Advisors, LLC
left Aug 5, 2026, registered Aug 3, 2026 (-2 days) · Affiliated broker-dealer or bank to another
Horter Investment Management, LLC to Ameriprise Financial Services, LLC
left Oct 30, 2023, registered Jan 5, 2024 (67 days) · RIA to affiliated broker-dealer or bank
Portfolio Medics, LLC to Horter Investment Management, LLC
left Jul 21, 2023, registered Jul 10, 2023 (-11 days) · RIA to RIA
Primerica Advisors to Portfolio Medics, LLC
left Nov 2, 2022, registered Mar 28, 2023 (146 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Reed Mells left Ameriprise Financial Services, Llc for U.S. Bancorp Advisors, Llc (registered 2026-08-03)
Aug 5, 2026 · Advisor changed firm · fact
Reed Mells left Horter Investment Management, Llc for Ameriprise Financial Services, Llc (registered 2024-01-05)
Oct 30, 2023 · Advisor changed firm · fact
Reed Mells left Portfolio Medics, Llc for Horter Investment Management, Llc (registered 2023-07-10)
Jul 21, 2023 · Advisor changed firm · fact
Reed Mells left Primerica Advisors for Portfolio Medics, Llc (registered 2023-03-28)
Nov 2, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address