Connie J. Reha

LIBERTY ADVISERS

Lincoln, NE

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CRD#: 2984026

Professional summary

Connie John Reha, who also goes by Con John Reha, Con Reha, is a registered financial advisor currently at LIBERTY ADVISERS INC. located in Lincoln, Nebraska.

Connie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Connie has worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Con John Reha | Con Reha

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.

PRESIDENT & CHIEF COMPLIANCE OFFICER OF LIBERTY WEALTH MANAGEMENT INC. AND REHA INC. ALL BUSINESSES ARE LOCATED: LINCOLN, NE. 68502. INVESTMENT RELATED. LIBERTY WEALTH MANAGEMENT AND REHA INC ARE INSURANCE AGENCIES OFFERING LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE INSURANCE AND ANNUITIES. I CURRENTLY SPEND APPROX 5% OF TIME (less than 1 HOUR PER MONTH MANAGING THE BUSINESS OF WHICH 1 HOUR IS DURING TRADING HOURS.) MY DUTIES INCLUDE MANAGEMENT OF THE AGENCIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connie John Reha'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®

None

Experience

Current

February 4, 2016 - Present

LIBERTY ADVISERS INC.

RIA

CRD#: 281233

Lincoln, NE

Past

November 10, 2010 - February 4, 2016

REHA, INC., REGISTERED INVESTMENT ADVISOR

RIA

CRD#: 155194

LINCOLN, NE

Past

February 18, 2009 - November 4, 2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

LINCOLN, NE

Past

February 10, 2009 - November 4, 2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

LINCOLN, NE

Past

April 4, 2008 - February 13, 2009

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

LINCOLN, NE

Past

March 17, 2008 - February 13, 2009

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

LINCOLN, NE

Past

March 27, 2007 - April 1, 2008

OSAIC FS, INC.

RIA

CRD#: 3870

LINCOLN, NE

Past

March 20, 2007 - April 1, 2008

OSAIC FS, INC.

CRD#: 3870

LINCOLN, NE

Past

September 1, 2006 - March 21, 2007

THE RIDERWOOD GROUP INCORPORATED

CRD#: 16681

TOWSON, MD

Past

June 9, 2005 - September 14, 2006

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

LINCOLN, NE

Past

May 26, 2005 - September 14, 2006

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

LINCOLN, NE

Past

March 28, 2005 - May 26, 2005

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LINCOLN, NE

Past

February 10, 2004 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

LINCOLN, NE

Past

February 2, 2004 - May 20, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

October 3, 2003 - February 3, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

OVERLAND PARK, KS

Past

July 30, 2003 - February 3, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

July 30, 2003 - February 3, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 27, 1998 - July 2, 2003

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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

Iowa
(7/8/2016)

IAR

Nebraska
(2/4/2016)

IAR

Texas
(4/15/2016)

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

IAR

Series 65

Date: 9/30/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/26/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/20/1998

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LIBERTY ADVISERS INC.

CRD#: 281233 / SEC#:

Delaware

Registered Investment Advisory firm - (3/3/2023 Terminated)

Iowa

Registered Investment Advisory firm - (7/8/2016 Approved)

Louisiana

Registered Investment Advisory firm - (11/27/2018 Terminated)

Nebraska

Registered Investment Advisory firm - (1/21/2016 Approved)

North Carolina

Registered Investment Advisory firm - (11/27/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/15/2016 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Lincoln, NE

Mailing Address

Phone number

(402) 770-4575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	93
AUM (Assets Under Management)	$ 19,922,589

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.

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Advisor Monitoring

Firm Stability Insights

Connie J. Reha

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connie John Reha's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHA, INC., REGISTERED INVESTMENT ADVISOR

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

OSAIC FS, INC.

OSAIC FS, INC.

THE RIDERWOOD GROUP INCORPORATED

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

STATE FARM VP MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2003

Series 63

Date: 6/21/1999

Series 7

Date: 8/13/2003

Series 6

Date: 1/26/1998

Series 26

Date: 8/20/1998

Current Firm

LIBERTY ADVISERS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIBERTY ADVISERS INC.

TRUST BUT VERIFY

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