John F. Reutemann
RESEARCH FINANCIAL STRATEGIES
ROCKVILLE, MD 20850-3264
Some features on this profile are disabled
CRD#: 374456
Professional summary
John Fleming Reutemann JR, CFP®, who also goes by Jack Reutemann Jr, Jack Reutemann, John Reutemann, is a registered financial advisor currently at RESEARCH FINANCIAL STRATEGIES located in Rockville, Maryland and PURSHE KAPLAN STERLING INVESTMENTS located in Rockville, Maryland.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. John has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO, SIE, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Reutemann Jr | Jack Reutemann | John Reutemann
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.) ASH BROKERAGE SERVICES; NOT INVESTMENT RELATED; INSURANCE; APPOINTED AGENT FOR VARIOUS COMPANIES; START DATE: 7/1992; FIXED AND VARIABLE LIFE, ANNUITY AND LTC INSURANCE SERVICES 2.) 4/1/2010 - ACT IN A FIDUCIARY CAPACITY-RESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN. 401(K) PLAN FOR MY DBA COMPANY.- 2273 Research Blvd, Suite 101, Rockville, MD 20850 3.) 01/24/08 - NON-VARIABLE INSURANCE DBA - RESEARCH FINANCIAL STRATEGIES, INC TO BE USED FOR ALL SECURITIES BUSINESS AND ALL NONVARIABLE INSURANCE BUSINESS - 90% TIME SPENT. 4.) 05/17/10 - REGISTERED INVESTMENT ADVISOR, (HYBRID RIA) REUTEMANN FINANCIAL SOLUTIONS, INC. KNOWN TO THE PUBLIC AS RESEARCH FINANCIAL STRATEGIES (AN APPROVED DBA)., , 90% MD. (HYBRID RIA) PROVIDING INVESTMENT ADVICE FOR A FEE AND FINANCIAL PLANNING FOR HOURLY AND/OR FIXED FEES., RESEARCH FINANCIAL STRATEGIES, 90% MD. 5.) 6319 Crested Eagle Lane Rental Property. Not investment related. 6319 Crested Eagle Lane, Nokomis, FL. Rental Property. 50/50 owner with spouse. Start March 2022. 1hr/mo. 0 hours during trading. Per revised lease, the rental property will be managed by myself and my wife. The tenant has assumed responsibility for repairs and maintenance. Rental payments will be made via direct deposit into our joint checking account 6.) No More MPT! LLC. 2273 Research Blvd Suite 101 Rockville MD 20850. Not investment related. Teaching and coaching class and website for professional advisors with licenses only. Owner of LLC. Monthly subscription fee. 20 hours month/ 5 during trading. Host weekly meetings, post content to website and answer questions from students. 7.) 6279 Crested Eagle Lane Rental Property 2. Not investment related 3. Address in itme 1 4. Single Family house rental property 5. 50/50 owner with spouse 6. 5/1/2024 7. 1 hr/mo 8. 0 hrs during trading 9. Rental property will be managed by myself & my wife. We will communicate with the renter re: repairs & maintenance & direct a contractor to do the work. Rental payments will be made via direct deposit into our join checking account. 8.) Reutemann Financial Florida Inc. Investment Related. 14671 Hidden Sawgrass Path Nokomis, FL 34275. Management Service. CEO. 1/2025. 160. 130. Investment Management Services. 9.) Author. Non-Investment Related. 14671 Hidden Sawgrass path Nokomis, FL 34275. Writer/Book. Author. 9/2025. 3. 0. Author of book.
CRS (Client Relationship Summary) - RIA
Click below to view John Fleming Reutemann JR'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®
Start date: 1982
Experience
Current
May 6, 2010 - Present
RESEARCH FINANCIAL STRATEGIES
Office #1: 2273 Research Blvd Suite 101, Rockville, MD 20850-3264RIA
CRD#: 153247
ROCKVILLE, MD
Current
August 1, 2012 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2273 Research Blvd. Suite 101, Rockville, MD 20850BD
CRD#: 35747
Rockville, MD
Past
June 9, 1997 - April 26, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCKVILLE, MD
Past
May 21, 1997 - August 8, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
ROCKVILLE, MD
Past
April 24, 1995 - May 21, 1997
D.E. FREY & COMPANY, INC.
BD
CRD#: 23595
DENVER, CO
Past
January 17, 1995 - March 28, 1995
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
July 20, 1994 - April 7, 1995
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
ANAHEIM, CA
Past
June 26, 1989 - December 31, 1994
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
May 16, 1986 - June 17, 1989
KAVANAUGH SECURITIES, INC.
BD
CRD#: 10606
Past
January 5, 1982 - January 10, 1986
CARDELL & ASSOCIATES, INCORPORATED
BD
CRD#: 7700
Past
March 31, 1978 - December 28, 1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
BD
CRD#: 653
Past
May 14, 1974 - December 8, 1976
CORNERSTONE FINANCIAL SERVICES, INC.
BD
CRD#: 953
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".
RF
RESEARCH FINANCIAL STRATEGIES
APPLIED FINANCIAL WISDOM | WINSTON PAUL CAPITAL MANAGEMENT | WEALTH PLANNING CONCEPTS, LLC | TRUE PRIVATE WEALTH MANAGEMENT | THE LEGACY FOUNDATION, LLC | THE CAPITAL GROUP OF VIRGINIA | REUTEMANN FINANCIAL SOLUTIONS, INC. | RETIREMENT INVESTMENT STRATEGIES, LLC | RETIREMENT INVESTMENT STRATEGIES | RESEARCH FINANCIAL STRATEGIES | PEACE OF MIND WEALTH MANAGEMENT | P.A. FINANCIAL SERVICES CORPORATION | LANDIS FINANCIAL SERVICES | KEYARX CAPITAL ADVISORS | KEYARK CAPITAL ADVISORS | JC FINANCIAL | GOAR FINANCIAL SERVICES | FINANCIAL SECURITY GROUP
CRD#: 153247 / SEC#: 801-71400
RIA
Registered Investment Advisory firm - (5/3/2010 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/2/2012)
RR
Colorado(8/1/2012)
RR
Delaware(8/23/2012)
RR
District of Columbia(8/1/2012)
RR
Florida(8/1/2012)
IAR
Florida(8/19/2024)
IAR
Maryland(5/6/2010)
RR
Maryland(8/1/2012)
RR
New York(8/1/2012)
RR
North Carolina(2/5/2013)
RR
Ohio(2/24/2019)
RR
Pennsylvania(8/1/2012)
RR
South Carolina(5/20/2025)
IAR
Texas(5/6/2010)
RR
Virginia(8/1/2012)
RR
Wisconsin(8/1/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/14/1974
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
RF
RESEARCH FINANCIAL STRATEGIES
APPLIED FINANCIAL WISDOM | WINSTON PAUL CAPITAL MANAGEMENT | WEALTH PLANNING CONCEPTS, LLC | TRUE PRIVATE WEALTH MANAGEMENT | THE LEGACY FOUNDATION, LLC | THE CAPITAL GROUP OF VIRGINIA | REUTEMANN FINANCIAL SOLUTIONS, INC. | RETIREMENT INVESTMENT STRATEGIES, LLC | RETIREMENT INVESTMENT STRATEGIES | RESEARCH FINANCIAL STRATEGIES | PEACE OF MIND WEALTH MANAGEMENT | P.A. FINANCIAL SERVICES CORPORATION | LANDIS FINANCIAL SERVICES | KEYARX CAPITAL ADVISORS | KEYARK CAPITAL ADVISORS | JC FINANCIAL | GOAR FINANCIAL SERVICES | FINANCIAL SECURITY GROUP
CRD#: 153247 / SEC#: 801-71400
RIA
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Contact information
Main Address
2273 Research Blvd Suite 101, Rockville, MD 20850-3264
Mailing Address
Phone number
(301) 294-7500
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,365 |
| AUM (Assets Under Management) | $ 254,445,293 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
