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Kipp Anthony Reck

Towers Watson Investment Services, Inc.

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About Kipp Anthony Reck

Kipp Anthony Reck is a financial advisor with over 20 years of experience in the industry. Kipp has been registered with Towers Watson Investment Services, Inc. since 2018 and has been providing financial services to individuals and institutions for over 20 years. Kipp specializes in providing investment advisory services, including portfolio management, financial planning, and pension consulting. Kipp is dedicated to helping clients reach their financial goals.

Firm Information

Kipp Reck is currently registered with Towers Watson Investment Services, Inc.. Towers Watson Investment Services, Inc. is an investment advisor headquartered in CHICAGO, IL. The firm manages $51,371,522,113 in regulatory assets under management. Towers Watson Investment Services, Inc. primarily serves pension and profit sharing plans and state or municipal government entities. They offer a variety of advisory services including pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for pooled investment vehicles.
Towers Watson Investment Services, Inc.

233 SOUTH WACKER DRIVE

CHICAGO, IL 60606

$51.37B

Assets Under Management

118

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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see schedule d, miscellaneous, for a description of other advisory services

See schedule d, miscellaneous, for a description of other advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee based on a percentage of assets advised on

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Kipp Reck’s Registration & Firm History

GA

03/29/2018 - Present

Towers Watson Investment Services, Inc. (Atlanta GA)

FL

11/24/2003 - 12/02/2008

NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)

NY

09/09/1999 - 11/07/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 10/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/11/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/24/2002

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kipp Anthony Reck.
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