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Ronald Thomas Reitz

Horizon Wealth Management

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About Ronald Thomas Reitz

Ronald Reitz is a financial advisor with over 3 years of experience in the industry. Ronald is currently registered with Horizon Wealth Management in La Grange, IL. Prior to joining Horizon Wealth Management, Ronald was with Lincoln Investment in Lombard, IL and Equitable Advisors, LLC in Oak Brook, IL. Ronald holds Series 66, 7TO, and SIE licenses. Ronald is also a Certified Financial Planner. Ronald provides financial planning and investment advisory services to individuals, businesses, and retirement plans. Ronald is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Ronald Reitz is currently registered with Horizon Wealth Management. Horizon Wealth Management is a registered investment advisor located in La Grange, Illinois. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They manage over $938 million in assets and have a team of 6 licensed agents, 6 investment adviser representatives, and 7 registered representatives. The firm also participates in wrap fee programs.
Horizon Wealth Management

22 CALENDAR COURT

LA GRANGE, IL 60525

$938.72M

Assets Under Management

Not reported

Total Clients

6

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 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.

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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Ronald Reitz’s Registration & Firm History

IL

06/01/2023 - Present

Horizon Wealth Management (LA GRANGE IL)

IL

01/21/2022 - 04/24/2023

LINCOLN INVESTMENT (LOMBARD IL)

IL

07/28/2020 - 01/24/2022

EQUITABLE ADVISORS, LLC (OAK BROOK IL)

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Licenses & Designations

BOTH

Issued 10/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Thomas Reitz.
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