Jeremy J. Reif

POINT WEALTH

Wausau, WI 54401

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CRD#: 4815206

Professional summary

Jeremy J Reif is a registered financial advisor currently at POINT WEALTH, LLC located in Wausau, Wisconsin.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeremy has worked at 7 firms and has passed the Series 66, SIE 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) Reif Financial, LLC, Not Financial Related, started 6-2011, Approx 1 hr/mo, all during trading hours, 3319 TERRACE CT, WAUSAU, WI 54401, Created originally to run payroll and put a 401k Plan in place, now holds real estate. OWNER, Duties: Sends out rental invoices. (2) Point Wealth Tax Services, Not Investment Related, Started 1-2020, Approx 1 hr/mo, all during trading hours, 3319 Terrace Ct., Wausau, WI, 54401, Nature: Tax Prep Services, Owner, Duties: Own the LLC that outsources tax return documents. Collect tax documents at our office and give to the CPA that is contracted to complete the tax return. (3) Point Audio, LLC; No; Wausau, WI; Audio Book Recording; Self- Contractor; 08/2025; 8/ hrs mo; 8/ hrs mo; Read and record audio for books.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy J Reif'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

July 30, 2021 - Present

POINT WEALTH, LLC

Office #1: 3319 Terrace Ct., Wausau, WI 54401

RIA

CRD#: 315625

Wausau, WI

Past

July 1, 2019 - August 25, 2021

WORLD EQUITY GROUP, INC.

CRD#: 29087

Wausau, WI

Past

September 18, 2015 - July 18, 2019

TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

Wausau, WI

Past

August 31, 2015 - July 29, 2021

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

WAUSAU, WI

Past

June 6, 2011 - September 2, 2015

APW CAPITAL, INC.

CRD#: 43814

WAUSAU, WI

Past

July 25, 2005 - September 14, 2015

MIDWEST PROFESSIONAL PLANNERS, LTD.

RIA

CRD#: 112995

WAUSAU, WI

Past

July 11, 2005 - June 7, 2011

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WAUSAU, WI

Past

May 5, 2005 - June 7, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

WAUSAU, 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
(7/30/2021)

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 66

Date: 7/9/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/2005

General Securities Representative Examination

Current Firm

POINT WEALTH, LLC

CRD#: 315625 / SEC#:

Wisconsin

Registered Investment Advisory firm - (7/28/2021 Approved)

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Contact information

Main Address

3319 Terrace Ct., Wausau, WI 54401

Mailing Address

Phone number

(715) 870-2450

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 27,023,858

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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Jeremy J. Reif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy J Reif's CRS (Customer Relationship Summary).

Certified licenses

Experience

POINT WEALTH, LLC

WORLD EQUITY GROUP, INC.

TAYLOR CAPITAL MANAGEMENT INC.

BROOKSTONE WEALTH ADVISORS, LLC

APW CAPITAL, INC.

MIDWEST PROFESSIONAL PLANNERS, LTD.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2005

SIE

Date: 10/1/2018

Series 7

Date: 5/4/2005

Current Firm

POINT WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POINT WEALTH, LLC

TRUST BUT VERIFY

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