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Jeremy M Neis

Retirement Evolutions Wealth Management LLC

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About Jeremy M Neis

Jeremy Neis is a financial advisor associated with Retirement Evolutions Wealth Management LLC. Jeremy is located in Tucson, Arizona. Jeremy holds a Series 65 license. Jeremy's experience includes working at KT Construction LLC and Retirement Evolutions Wealth Management LLC.

Firm Information

Jeremy Neis is currently registered with Retirement Evolutions Wealth Management LLC. Retirement Evolutions Wealth Management LLC is an independent financial advisory firm specializing in retirement planning and wealth management. They serve individuals, families, and charitable organizations, with a focus on retirement planning, portfolio management, and pension consulting. The firm manages approximately $56 million in assets for over 400 clients.

$56.36M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Jeremy Neis’s Registration & Firm History

AZ

08/01/2016 - Present

Retirement Evolutions Wealth Management LLC (TUCSON AZ)

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Licenses & Designations

IA

Issued 05/23/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy M Neis.
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