Nicholas E. Reiber
REIBER WEALTH
Canton, MS
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CRD#: 6250354
Professional summary
Nicholas Ethan Reiber, CFP® is a registered financial advisor currently at REIBER WEALTH located in Canton, Mississippi.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nicholas has worked at 3 firms .
Question & Answer
What are your service offerings?
Insurance Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Business Owners
Charitable Giving
College/Education Planning
High Net Worth Client Needs
What is your minimum asset requirement?
250K
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.
Mr. Reiber is the sole member of Reiber CPA, LLC, a Mississippi CPA firm. The CPA firm address is 110 Harvey Cove Canton, MS 39046. The CPA firm engages in no activities other than sole ownership of Reiber Wealth Advisory Services, LLC. Reiber CPA, LLC was created in January of 2022. Mr. Reiber holds a Mississippi Insurance Producer agent license for Accident & Health or Sickness and Life. Mississippi requires Mr. Reiber to maintain these insurance licenses to engage in financial planning activities for Reiber Wealth clients pertaining to their insurance policies as a part of their overall financial plan. Mr. Reiber dedicates zero hours to insurance activities outside of Reiber Wealth. Mr. Reiber and Reiber Wealth are not affiliated with or appointed by any insurance company. Mr. Reiber and Reiber Wealth do not receive additional compensation from insurance activities. Mr. Reiber has volunteered to be the incoming treasurer for the local Boyscout troop.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Ethan Reiber'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: 2017
Experience
Current
January 20, 2022 - Present
REIBER WEALTH
RIA
CRD#: 317166
Canton, MS
Past
August 15, 2019 - February 16, 2022
BUCKINGHAM STRATEGIC WEALTH, LLC
RIA
CRD#: 143323
RIDGELAND, MS
Past
September 24, 2013 - August 15, 2019
HORNE WEALTH ADVISORS, LLC
RIA
CRD#: 151067
RIDGELAND, MS
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
Louisiana(8/15/2022)
IAR
Mississippi(1/20/2022)
IAR
Texas(4/18/2022)
Exams
Current Firm
REIBER WEALTH
REIBER WEALTH | REIBER WEALTH ADVISORY SERVICES, LLC
CRD#: 317166 / SEC#:
Louisiana
Registered Investment Advisory firm - (8/15/2022 Approved)Mississippi
Registered Investment Advisory firm - (1/20/2022 Approved)Texas
Registered Investment Advisory firm - (3/30/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Canton, MS
Mailing Address
1888 Main St Ste C #138, Madison, MS 39110
Phone number
(601) 572-2206
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 16,981,925 |
Red Flags
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