John ReutemannCRD Number: 374456
Current Firm: Research Financial Strategies
John Reutemann (CRD# 374456) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 35 years of experience in the finance industry. John Reutemann 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.
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|Purshe Kaplan Sterling Investments||Albany, NY||Aug 2012 - Current||9|
|Reutemann Financial Solutions, Inc.||Rockville, MD||Apr 2010 - Current||12|
|Research Financial Strategies Inc.||Rockville, MD||Jun 1992 - Current||30|
|Research Financial Services, Inc.||Gaithersburg, MD||Dec 1990 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
|S65||NASAA Investment Advisors Law Examination||May 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management420MILLIONS
Total Number of Accounts2,373ACCOUNTS
Average Account Value$176,945
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, DC, DE, FL, GA, IL, LA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
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