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MR

Michael E. Reichek

MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES
Sugar Land, TX
Some features on this profile are disabled
CRD#: 2191323
MR

Professional summary

Michael Edward Reichek, CFP® is a registered financial advisor currently at MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES located in Sugar Land, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 5 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

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.
I currently volunteer and serve as treasurer for the Settlers Grove Property Owners Association in Sugar Land TX as well as the Beach Breeze Town Home Owners Association in Corpus Christi TX. Additionally I serve on the investment Committees for the National Exchange Club & National Exchange Club Foundation where I also serve on the National Exchange Club's Board as a Regional Vice President. All voluntary positions with no compensation of any kind.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Reichek's 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®
CFP®

Certified Financial Planner

Start date: 1989

Experience

Current

June 18, 2012 - Present

MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES

RIA
CRD#: 133250
Sugar Land, TX
Past

April 18, 2007 - December 31, 2008

MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES

RIA
CRD#: 133250
STAFFORD, TX
Past

January 7, 2004 - July 19, 2004

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

October 2, 2002 - December 31, 2003

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

December 19, 1991 - April 10, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

December 19, 1991 - April 10, 2002

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

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
Texas
(6/18/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 12/19/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/17/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ME
MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES
MICHAEL E. REICHEK | MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES

CRD#: 133250 / SEC#:

Texas
Registered Investment Advisory firm - (5/21/2009 Approved)
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Contact information

Main Address
Sugar Land, TX
Mailing Address
Phone number
(281) 575-1145
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 1,194,000

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

MICHAEL E. REICHEK DBA REICHEK FINANCIAL SERVICES

CRD#: 133250Sugar Land, TX

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