George V. Reis

GVR INVESTMENT MANAGEMENT

TWO RIVERS, WI 54241

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CRD#: 4342689

Professional summary

George Vincent Reis is a registered financial advisor currently at GVR INVESTMENT MANAGEMENT, INC. located in Two Rivers, Wisconsin.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. George has worked at 2 firms .

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.

PRESIDENT OF GEORGE V. REIS ACCOUNTING AND TAX PRACTICE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Vincent Reis'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

March 31, 1999 - Present

GVR INVESTMENT MANAGEMENT, INC.

Office #1: 1523 Washington Street, Two Rivers, WI 54241

RIA

CRD#: 106365

TWO RIVERS, WI

Past

January 30, 2006 - December 31, 2009

GEORGE V. REIS INVESTMENT GROUP, INC.

RIA

CRD#: 138977

TWO RIVERS, WI

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

Wisconsin
(3/31/1999)

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

Current Firm

GVR INVESTMENT MANAGEMENT, INC.

GEORGE V. REIS INVESTMENT GROUP, INC. | REIS GEORGE V INVESTMENT ADVISORS INC | GVR INVESTMENT MANAGEMENT, INC.

CRD#: 106365 / SEC#: 801-20825

RIA

Registered Investment Advisory firm - (9/26/2006 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/26/2006 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

1523 Washington St, Two Rivers, WI 54241-3044

Mailing Address

P.o. Box 388, Two Rivers, WI 54241-0388

Phone number

(920) 553-4442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 35,727,957

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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George V. Reis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Vincent Reis's CRS (Customer Relationship Summary).

Certified licenses

Experience

GVR INVESTMENT MANAGEMENT, INC.

GEORGE V. REIS INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Current Firm

GVR INVESTMENT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GVR INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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