Curtis Matthew Reeser
Professional Summary
Curtis Matthew Reeser is a registered financial advisor currently at WERNER FINANCIAL located in Indianapolis, Indiana. Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Curtis has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
JCM STRATEGIC WEALTH PARTNERS LLC | WERNER FINANCIAL
Contact Information
Main Address
4022 E Southport Road, Indianapolis, IN 46237Phone Number
(317) 735-9202# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
1,262AUM (Assets Under Management)
$152,442,365Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
JCM STRATEGIC WEALTH PARTNERS LLC | WERNER FINANCIAL
State Registrations and Notice Filings
(2/13/2024)
(2/26/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Curtis Matthew Reeser's CRS (Customer Relationship Summary).
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