YR
Yvonne L. Reitemeyer
VICUS CAPITAL
Bethlehem, PA 18018
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CRD#: 5295582
YR
Professional summary
Yvonne Leslie Reitemeyer, ChFC®, who also goes by Yvonne Leslie Skinner ^, Yvonne Leslie Yurowski ^, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Bethlehem, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Stroudsburg, Pennsylvania.
Yvonne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Yvonne has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Yvonne Leslie Skinner ^ | Yvonne Leslie Yurowski ^
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) NAME OF OTHER BUSINESS: VICUS CAPITAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INV ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INV ADVISORY REPRESENTATIVE START DATE: 10/2019 APX # OF HRS PER WEEK: 40 APX # OF HRS DUR TRADING HRS: 32.5 BRIEF DESCRIPTION OF DUTIES: INV ADVISORY REPRESENTATIVE (2) NAME OF OTHER BUSINESS: FIXED INS WITH VARIOUS CO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2019 APX # OF HRS PER WEEK: VARIES APX # OF HRS DUR TRADING HRS: VARIES POSITION/TITLE/RELATIONSHIP: INS AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (3) NAME OF OTHER BUSINESS: BUS NETWORK INT'L (BNI); INVESTMENT RELATED: NO; ADDRESS: 700 COMMERCE DRIVE STROUDSBURG PA 18360; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 3/2020; POSITION/TITLE/RELATIONSHIP: MEMBERSHIP COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 2; BRIEF DESCRIPTION OF DUTIES: BUSINESS AND REFERRAL NETWORKING; (4) NAME OF OTHER BUSINESS: LOPATCONG TOWNSHIP ENVIRONMENTAL COMMISSION INVESTMENT RELATED: NO ADDRESS: 232 S THIRD STREET PHILLIPSBURG, NJ 08865 NATURE OF BUSINESS: ENVIRONMENTAL START DATE: 06/2016 POSITION/TITLE/RELATIONSHIP: COMM MEMBER APX # OF HRS PER WEEK: 1 APX # OF HRS DUR TRADING HRS: 1 BRIEF DESCRIPTION OF DUTIES: COMM MEMBER (5) NAME OF OTHER BUSINESS: FRM FINANCIAL GROUP, LLC, INVESTMENT RELATED: ADDRESS: SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, START DATE: 01/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/SECRETARY, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, DBA FOR FINANCIAL SERVICES; (6) WARREN COUNTY COMMUNITY COLLEGE, INVESTMENT RELATED: NO, ADDRESS: 475 RTE 57 WASHINGTON, NJ 07882, EDUCATION, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: CHAIR - BOARD OF TRUSTEES, APX 2 HOUR PER WEEK, NONE DURING TRADING HRS, OVERSIGHT OF COMMUNITY COLLEGE. (7) NAME OF OTHER BUSINESS: WARREN COUNTY REPUBLICAN COMM INVESTMENT RELATED: NO ADDRESS: 165 COUNTY RD 519 S WHITE TOWNSHIP NJ 07823 NATURE OF BUSINESS: POLITICAL START DATE: 05/2015 POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER APX # OF HRS PER WEEK: 1 APX # OF HRS DUR TRADING HRS: MINIMAL BRIEF DESCRIPTION OF DUTIES: COMMITTEE MEMBER (8) NAME OF OTHER BUSINESS: POSHMARK INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: CLOTHING RESELLER START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: RESELLER APX # OF HRS PER WEEK: 1 APX # OF HRS DUR TRADING HRS:1 BRIEF DESCRIPTION OF DUTIES: ONLINE CLOTHING RESELLER';
CRS (Client Relationship Summary) - RIA
Click below to view Yvonne Leslie Reitemeyer'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®
Experience
Current
October 4, 2019 - Present
VICUS CAPITAL, INC.
Office #1: One Bethlehem Plaza, Suite 902, Bethlehem, PA 18018Office #2: 445 Coal Street, Lehighton, PA 18235Office #3: 1286 N 9th St, Stroudsburg, PA 18360RIA
CRD#: 116021
Bethlehem, PA
Current
October 1, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1286 N 9th St, Stroudsburg, PA 18360Office #2: 445 Coal Street, Lehighton, PA 18235Office #3: One Bethlehem Plaza Ste 902, Bethlehem, PA 18018BD
CRD#: 13572
Stroudsburg, PA
Past
March 26, 2009 - October 2, 2019
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
STROUDSBURG, PA
Past
March 26, 2009 - October 2, 2019
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
STROUDSBURG, PA
Past
March 31, 2008 - March 24, 2009
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
PHILLIPSBURG, NJ
Past
March 31, 2008 - March 24, 2009
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
PHILLIPSBURG, NJ
Past
April 11, 2007 - April 1, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
PHILLIPSBURG, NJ
Past
March 28, 2007 - April 1, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
PHILLIPSBURG, NJ
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".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 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
Florida(10/1/2019)
RR
Minnesota(10/1/2019)
RR
New Jersey(10/1/2019)
IAR
New Jersey(10/9/2019)
RR
New York(10/1/2019)
RR
North Carolina(10/1/2019)
RR
Pennsylvania(10/1/2019)
IAR
Pennsylvania(10/4/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VICUS CAPITAL, INC.
CRD#: 116021Bethlehem, PA 18018TRUST BUT VERIFY
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