Donald L. Reichert

THE REICHERT COMPANY

Greenville, SC

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CRD#: 2163596

Professional summary

Donald Lawrence Reichert is a registered financial advisor currently at THE REICHERT COMPANY, INC. located in Greenville, South Carolina.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Donald has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 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.

1)MR. REICHERT IS AN INDEPENDENT INSURANCE AGENT SELLING LIFE INSURANCE, LONG TERM CARE, DISABILITY, AMONG OTHERS 6/1993-PRESENT./// 2) MR. REICHERT IS A PROMOTER AND PAID ENDORSER FOR COLTON GROOME FINANCIAL ADVISORS, LLC (CGFA) AN INVESTMENT ADVISORY FIRM LOCATED IN ASHEVILLE, NC. 1/1/2023 - PRESENT. SECURITIES RELATED BUSINESS. MR. REICHERT RECIEVES FEES BASED ON A PERCENTAGE OF COMPENSATION EARNED BY CGFA FROM PROVIDING ADVISORY SERVICES TO REFERRED CLIENTS. 1 TO 5 HOURS PER WEEK DURING SECURITIES TRADING HOURS. 3) The Reichert Company, Inc., President, Business Exit Planning, Provide advice to business owners on how to transfer/sell their businesses to outside third parties, key personnel, and/or family members, started 7/2018, Owner and 100 stock holder, 21-40 hours per month, receives fees based on complexity of engagement./// 4) Co-Chair of Host Committee; Mark Meadows Welcome/Seminar; Cliffs of Keowee Vineyards, Sunset, SC; Political Education; NOT Investment Related; Start Date 4/8/2022; Approximately 6-10 hrs. per month./// 5) Saint Joseph's Catholic School; 100 St. Joseph S Dr., Greenville, SC 29607; Catholic High School; Chair of Development Committee; NOT Investment Related; Start Date 4/1/2022; Approximately 1-5 hrs. per month.///

Blog Corner

CRS (Client Relationship Summary) - RIA

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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

August 1, 2018 - Present

THE REICHERT COMPANY, INC.

RIA

CRD#: 296805

Greenville, SC

Past

September 19, 2018 - December 31, 2022

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

Sunset, SC

Past

August 6, 2018 - December 31, 2022

VALMARK SECURITIES, INC.

CRD#: 31243

Sunset, SC

Past

December 15, 2009 - July 25, 2018

CDA GROUP

RIA

CRD#: 151838

GREENVILLE, SC

Past

October 20, 2005 - December 15, 2009

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

GREENVILLE, SC

Past

May 22, 2000 - October 20, 2005

CAPITAL DESIGN ADVISORY SERVICES LLC

RIA

CRD#: 130571

GREENVILLE, SC

Past

May 3, 1999 - December 15, 2009

PARK AVENUE SECURITIES LLC

CRD#: 46173

GREENVILLE, SC

Past

January 13, 1994 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

September 23, 1991 - February 7, 1994

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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

South Carolina
(8/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/30/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/30/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/6/2018

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 7/25/2001

General Securities Representative Examination

Current Firm

THE REICHERT COMPANY, INC.

CRD#: 296805 / SEC#:

South Carolina

Registered Investment Advisory firm - (7/31/2018 Approved)

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Contact information

Main Address

Greenville, SC

Mailing Address

Phone number

(864) 887-4301

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Donald L. Reichert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Lawrence Reichert's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

CDA GROUP

PARK AVENUE SECURITIES LLC

CAPITAL DESIGN ADVISORY SERVICES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2018

Series 65

Date: 12/30/1999

SIE

Date: 10/1/2018

Series 6

Date: 8/6/2018

Series 7

Date: 7/25/2001

Current Firm

THE REICHERT COMPANY, INC.

Contact information

Documents

Red Flags

Company Information

THE REICHERT COMPANY, INC.

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