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GR

Gary R. Reese

WEALTHBUILDERS INVESTMENTS
LAKELAND, FL
Some features on this profile are disabled
CRD#: 1801500
GR

Professional summary

Gary Robert Reese is a registered financial advisor currently at WEALTHBUILDERS INVESTMENTS located in Lakeland, Florida.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Gary has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Robert Reese's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 20, 2025 - Present

WEALTHBUILDERS INVESTMENTS

RIA
CRD#: 173306
LAKELAND, FL
Past

May 27, 2024 - December 31, 2024

WEALTHBUILDERS INVESTMENTS

RIA
CRD#: 173306
LAKELAND, FL
Past

February 15, 2013 - March 15, 2024

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
Bluffton, OH
Past

February 15, 2013 - March 15, 2024

CFD INVESTMENTS, INC.

BD
CRD#: 25427
Lakeland, FL
Past

March 14, 2008 - February 15, 2013

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
BLUFFTON, OH
Past

March 13, 2008 - February 15, 2013

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
BLUFFTON, OH
Past

November 14, 2005 - March 14, 2008

CAPITAL FINANCIAL SERVICES, INC.

RIA
CRD#: 8408
BLUFFTON, OH
Past

November 14, 2005 - March 14, 2008

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
BLUFFTON, OH
Past

December 19, 2003 - November 14, 2005

JESUP & LAMONT ADVISORS

RIA
CRD#: 108006
BLUFFTON, OH
Past

November 18, 2003 - November 14, 2005

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

October 3, 2003 - November 20, 2003

FREEDOM FINANCIAL, INC.

BD
CRD#: 45850
OMAHA, NE
Past

July 25, 2001 - October 30, 2003

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
FINDLAY, OH
Past

March 8, 1988 - October 30, 2003

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHBUILDERS INVESTMENTS
AUTHENTIC COUNSEL, LLC | WEALTHBUILDERS INVESTMENTS | WEALTHBUILDERS INVESTMENT SERVICES | AUTHENTIC WEALTH

CRD#: 173306 / SEC#: 801-127787

RIA
Registered Investment Advisory firm - (4/28/2023 Approved)
California
Registered Investment Advisory firm - (6/24/2023 Terminated)
Colorado
Registered Investment Advisory firm - (5/31/2023 Terminated)
Florida
Registered Investment Advisory firm - (5/25/2023 Terminated)
Louisiana
Registered Investment Advisory firm - (1/3/2023 Terminated)
Texas
Registered Investment Advisory firm - (5/25/2023 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(3/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/29/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/16/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WI
WEALTHBUILDERS INVESTMENTS
AUTHENTIC COUNSEL, LLC | WEALTHBUILDERS INVESTMENTS | WEALTHBUILDERS INVESTMENT SERVICES | AUTHENTIC WEALTH

CRD#: 173306 / SEC#: 801-127787

RIA
Registered Investment Advisory firm - (4/28/2023 Approved)
California
Registered Investment Advisory firm - (6/24/2023 Terminated)
Colorado
Registered Investment Advisory firm - (5/31/2023 Terminated)
Florida
Registered Investment Advisory firm - (5/25/2023 Terminated)
Louisiana
Registered Investment Advisory firm - (1/3/2023 Terminated)
Texas
Registered Investment Advisory firm - (5/25/2023 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5600 S. Quebec St. Suite 130b, Greenwood Village, CO 80111
Mailing Address
Phone number
(972) 719-2557
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AUTHENTIC COUNSEL, LLC BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts706
AUM (Assets Under Management)$ 122,329,256

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHBUILDERS INVESTMENTS

CRD#: 173306Lakeland, FL

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