Mark Reitz (CRD# 5101409) is an Investment Advisor Representative working at Reitz Capital Advisors LLC in Freeland, MI and has over 18 years of experience in the finance industry. Mark Reitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reitz Capital Advisors LLC | Saginaw, MI | Jun 2013 - Current | 10 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2013 - Jul 2015 | 2 |
| Reitz Financial Group, LLC | Saginaw, MI | Dec 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
- MI
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Total Assets Under Management91MILLIONS
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Total Number of Accounts277ACCOUNTS
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Average Account Value$327,293
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MI
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