Michael Rettinger, financial advisor Vienna VA
96 score

Michael Rettinger

CRD Number: 4563472
Current Firm: Kfa Private Wealth Group, LLC

Michael Rettinger (CRD# 4563472) is an Investment Advisor Representative working at Kfa Private Wealth Group, LLC in Vienna, VA and has over 14 years of experience in the finance industry. Michael Rettinger 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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Professional Designations
Company Name Location Dates Years
Spire Securities, LLC Vienna, VA Oct 2015 - Current 1
Kfa Private Wealth Group, LLC Vienna, VA Oct 2015 - Current 1
Ids Life Insurance Company Rockville, MD Jul 2002 - Current 14
Ameriprise Financial Services, Inc. Vienna, VA Oct 2002 - Oct 2015 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Michael F. Rettinger
Phone Number: (703) 462-9799
Firm Website: http://www.kfapwg.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    189
    MILLIONS
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $114,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, DC, FL, MD, NC, NE, NY, PA, TX, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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