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Ashley Lynn Reiter

GW Financial

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About Ashley Lynn Reiter

Ashley Reiter is a financial advisor with over 12 years of experience in the industry. Ashley is currently registered with GW Financial, Great River Financial, and Advanced Planning Collective. Ashley focuses on providing financial planning and wealth advisory services to individuals, high-net-worth individuals, charitable organizations, trusts, and corporations. Ashley also has experience in portfolio management for both businesses and individuals. Ashley is a Certified Financial Planner.

Firm Information

Ashley Reiter is currently registered with GW Financial. GW Financial, based in Reno, Nevada, is an investment advisor with over $93 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, trusts, charitable organizations, and businesses. They also offer selection of other advisors services.
GW Financial

5470 KIETZKE LANE

RENO, NV 89511

$93.51M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Reiter’s Registration & Firm History

NV

04/05/2022 - Present

GW Financial (RENO NV)

MN

10/21/2010 - 01/29/2013

M HOLDINGS SECURITIES, INC. (WOODBURY MN)

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Licenses & Designations

BC

Issued 09/28/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Lynn Reiter.
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