Kevin Reitz (CRD# 7369797) is an Investment Advisor Representative working at Lpl Financial LLC in Hubertus, WI and has over 2 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Hartford, WI | Sep 2021 - Current | 2 |
Landmark Credit Union | Hartford, WI | Sep 2021 - Current | 2 |
Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | May 2021 - Sep 2021 | < 1 |
Tiaa | Denver, CO | May 2021 - Sep 2021 | < 1 |
Lessiter Media | Brookfield, WI | Jun 2017 - May 2021 | 3 |
Kashou Carpets | Milwaukee, WI | Sep 2016 - Jun 2017 | < 1 |
Pita Pit | Milwaukee, WI | Mar 2016 - Aug 2016 | < 1 |
Unemployed | Milwaukee, WI | Aug 2015 - Mar 2016 | < 1 |
Consolidated Electrical Distributors | Pewaukee, WI | Feb 2014 - Aug 2015 | 1 |
University Of Wisconsin - Whitewater | Whitewater, WI | Sep 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2021 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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