LPL Financial
39yrs
Top advisor by experience in Shelbyville
13yrs
Charles Reader
Full name on record: Charles Travis Reader
Financial advisor at Illuminate Wealth Management
Based in Shelbyville, Kentucky, Charles Reader is a fiduciary financial advisor with 13 years of industry experience. Charles joined Illuminate Wealth Management in 2025, after less than a year at Different BY Design Financial Planning and less than a year at Leading Edge Financial Planning. Charles holds the CFP® designation.
One of 17 advisors with offices in Shelbyville, and one of 17 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
OfficeShelbyville, KY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.27 million
Advisors at the firm3
States licensed ?1 state
Services through Illuminate Wealth Management
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowIlluminate Wealth ManagementCurrent firm
- Mar 2025 – Jun 2025Different BY Design Financial PlanningPreviously
- Nov 2024 – Dec 2024Leading Edge Financial Planning LLCPreviously
- Feb 2024 – May 2024Solitude Financial Services, Inc.Previously
- 2016 – 2024Different BY Design Financial PlanningPreviously
- Mar 2014 – Dec 2015Coats Financial PlanningPreviously
Questions to ask Charles
Tailored to Charles’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Charles
How do I contact Charles?
Call Illuminate Wealth Management at 847-595-1315 and ask for Charles Reader. Charles works from the Shelbyville, KY office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Charles hold?
Series 65. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Illuminate Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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