Unclaimed
John Reutemann has been in the financial services industry since 1974. John is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Research Financial Strategies. John is also a registered investment advisor with Reutemann Financial Solutions, Inc. John provides a variety of services including portfolio management, financial planning, and educational seminars. John has been in the financial services industry for over 40 years and has a strong track record of success.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of annual income or net worth
1
2
MD
05/06/2010 - Present
Research Financial Strategies (ROCKVILLE MD)
MD
05/21/1997 - 08/08/2012
LPL FINANCIAL LLC (ROCKVILLE MD)
CO
04/24/1995 - 05/21/1997
D.E. FREY & COMPANY, INC. (DENVER CO)
CA
07/20/1994 - 04/07/1995
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
01/17/1995 - 03/28/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
06/26/1989 - 12/31/1994
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/16/1986 - 06/17/1989
KAVANAUGH SECURITIES, INC.
NA
01/05/1982 - 01/10/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
03/31/1978 - 12/28/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
05/14/1974 - 12/08/1976
CORNERSTONE FINANCIAL SERVICES, INC.
IA
Issued 05/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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