Haselkorn & Thibaut, a national investment fraud law firm with an outstanding 98% success rate and a “No Recovery, No Fee” policy, has initiated an investigation into Reed Haimson (CRD# 5533993), a Lakewood, Colorado financial advisor affiliated with Great Point Capital and Quincy Wells Advisors. If you are an investor concerned about your experience with Mr. Haimson, you may be interested in understanding his professional background, current investor complaints, and what steps you can take to protect your financial interests.
Reed Haimson: Background and Career Overview
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Reed Haimson brings over 14 years of securities industry experience. He is currently registered as a broker with Great Point Capital (since 2019) and as an investment advisor with Quincy Wells Advisors (since 2022). His previous registrations include Great Point Advisors, Colorado Financial Service Corporation, Morgan Stanley, and Edward Jones.
- Location: Lakewood, Colorado
- Number of State Licenses: 33
- Industry Examinations Passed:
- Securities Industry Essentials Examination (SIE)
- Series 66 – Uniform Combined State Law Examination
- Series 63 – Uniform Securities Agent State Law Examination
- Series 82 – Limited Representative-Private Securities Offerings
- Series 22 – Direct Participation Programs Representative Examination
- Series 7 – General Securities Representative Examination
For more details on his licensing and current status, refer to the official FINRA BrokerCheck database.
Recent Investor Complaint Against Reed Haimson
One significant development has emerged in December 2025: an investor complaint was filed against Mr. Haimson in connection with a Delaware Statutory Trust (DST) transaction during his tenure at Great Point Capital. According to the disclosures, the investor alleges the following:
| Allegations | Details |
|---|---|
| Breach of Contract | Failed to adhere to specific agreements outlined in the client-advisor relationship. |
| Inadequate Due Diligence | Alleged failure to thoroughly evaluate the investment opportunity presented. |
| Unsuitable Investment Advice | Recommendation of a DST allegedly was not appropriate given the client’s profile and needs. |
| Breach of Fiduciary Duty | Implied failure to act within the client’s best interests regarding the DST recommendation. |
PENDING DAMAGES: The complaint is a pending action seeking approximately $475,000 in compensation.
Understanding Delaware Statutory Trust (DST) Investments
A Delaware Statutory Trust (DST) offers individual investors the chance to have fractional ownership in large, institutional-grade real estate properties. DSTs are often used as replacement properties in a 1031 exchange to defer capital gains taxes. However, there are key considerations before joining such investments:
- Illiquidity: DSTs are not easily sold or converted into cash.
- High Fees: Expenses and costs can significantly reduce returns.
- Lack of Control: Investors do not participate in day-to-day management decisions.
- Suitability Issues: DSTs can be risky for less-experienced investors or those with low risk tolerance.
For these reasons, regulatory bodies stress that DST investments must be carefully vetted for suitability. An advisor’s failure to do so can raise serious concerns.
Regulatory Record and Red Flags as of June 2024
Prior to this complaint, as of June 2024, Reed Haimson showed a clean professional record:
- No customer-initiated arbitration claims or civil litigations listed in BrokerCheck.
- No regulatory events—such as censures, fines, suspensions, or bars—on record with FINRA.
- No bankruptcy, judgment, or lien disclosures reported.
- No civil or criminal court cases (PACER) found under his name or CRD number.
- No state-level enforcement actions or investigations were active or reported.
- No negative media coverage, fraud allegations, or regulatory investigations in major news databases.
After June 2024, the only public investor complaint recorded is the pending $475,000 DST-related dispute outlined above. It is important for investors to consider this development when evaluating their experiences with Mr. Haimson or any related investments.
What This Means for Investors
Haselkorn & Thibaut has opened an investigation into Reed Haimson’s practices—especially regarding DST recommendations and related suitability issues. If you have invested with Mr. Haimson or in real estate-related strategies through Great Point Capital, you may have questions about:
- Whether your investments were suitable for your goals and risk profile
- The level of due diligence conducted on recommended investments
- Your ability to recover losses from inappropriate or misrepresented products
Many investors are not aware of their rights or what constitutes misconduct under FINRA, SEC, or state regulations. Suitability is a cornerstone obligation for every financial advisor. Breaching this can provide grounds for a recovery claim.
Complete List of Complaints Against Reed Haimson (as of March 2026)
| Date Filed | Allegations | Status | Claimed Damages |
|---|---|---|---|
| December 2025 |
|
Pending | $475,000 |
No other investor complaints, regulatory actions, or enforcement proceedings are listed as of March 2026.
How Haselkorn & Thibaut Can Help
Haselkorn & Thibaut’s experienced attorneys have handled hundreds of complex investment matters nationwide—recovering millions for clients in disputes involving unsuitable investment recommendations, inadequate due diligence, and other forms of misconduct. There are no upfront fees, and if there is no recovery, there is no fee. Your consultation is always free and confidential.
Engagement is key. If you have concerns or are unsure about your investments with Reed Haimson and Great Point Capital, call Haselkorn & Thibaut today at 1-888-885-7162 for a free consultation. Experienced attorneys are ready to review your situation and discuss your options for recovery, with no obligation and no risk.
Take the next step to protect your financial future—reach out now. You may be able to recover your losses.
