Jeremy Reif (CRD# 4815206) is an Investment Advisor Representative working at Point Wealth, LLC in Wausau, WI and has over 18 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Point Wealth, LLC | Wausau, WI | Jul 2021 - Current | 2 |
| Point Wealth Tax Services | Wausau, WI | Jan 2020 - Current | 4 |
| Reif Financial LLC | Wausau, MI | Jun 2011 - Current | 12 |
| Mppl Financial | Wausau, WI | Jan 2013 - Dec 2022 | 9 |
| World Equity Group | Arlington Heights, IL | Jul 2019 - Jul 2021 | 2 |
| Retirement Wealth Advisors, LLC | Wausau, WI | Aug 2015 - Jul 2021 | 5 |
| Taylor Capital Management Inc. | Woodstock, GA | Sep 2015 - Jul 2019 | 3 |
| Comprehensive Asset Management And Servicing, Inc. | Wausau, WI | Jun 2011 - Sep 2015 | 4 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Jul 2005 - Sep 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management21MILLIONS
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Total Number of Accounts202ACCOUNTS
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Average Account Value$105,792
- A percentage of assets under your management
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WI
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