John Reutemann is a CFP-designated registered investment advisor, based in Rockville, MD, with 50 years of industry experience.
Location
2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264
Get directionsHistory
Regulatory History (8)
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Regulatory
August 2024Final
Customer Dispute
March 2019Closed-No Action
Customer Dispute
February 2009Denied
Customer Dispute
July 2008Closed-No Action
Customer Dispute
December 2005Settled
Customer Dispute
December 2002Award / Judgment
Customer Dispute
August 2002Denied
Criminal
October 1978Final Disposition
Other Business ActivitiesSells Insurance
John is an appointed insurance agent since 1992, offering fixed and variable life, annuity, and long-term care insurance. He also owns rental properties and a coaching business for professional advisors, and is CEO of Reutemann Financial Florida Inc., spending nearly full-time on investment management services.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2012 - Present · 13 yrs 8 mos
Purshe Kaplan Sterling Investments
August 2012 - Present · 13 yrs 8 mos
Research Financial Strategies
May 2010 - Present · 15 yrs 11 mos
Previous Registrations
LPL Financial LLC
June 1997 - April 2011 · 13 yrs 10 mos
LPL Financial LLCBroker
May 1997 - August 2012 · 15 yrs 3 mos
D.E. Frey & Company, INC.Broker
April 1995 - May 1997 · 2 yrs 1 mo
Titan/value Equities Group, INC.Broker
January 1995 - March 1995 · 2 mos
Centaurus Financial, INC.Broker
July 1994 - April 1995 · 9 mos
Titan/value Equities Group, INC.Broker
June 1989 - December 1994 · 5 yrs 6 mos
Kavanaugh Securities, INC.Broker
May 1986 - June 1989 · 3 yrs 1 mo
Cardell & Associates, IncorporatedBroker
January 1982 - January 1986 · 4 yrs
Independent Financial Planners CorporationBroker
March 1978 - December 1981 · 3 yrs 9 mos
Cornerstone Financial Services, INC.Broker
May 1974 - December 1976 · 2 yrs 7 mos
State Registrations14 states
CACODCDEFLMDNCNYOHPASCTXVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.