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RR

Ronald T. Reitz

HORIZON WEALTH MANAGEMENT
La Grange, IL 60525
Some features on this profile are disabled
CRD#: 7269953
RR

Professional summary

Ronald Thomas Reitz JR., who also goes by Ronald Reitz, Ronnie Thomas Reitz Jr., is a registered financial advisor currently at HORIZON WEALTH MANAGEMENT located in La Grange, Illinois and LPL FINANCIAL LLC located in Lagrange, Illinois.

Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Ronald has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ronald Reitz | Ronnie Thomas Reitz Jr.

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) 5/2023 - HORIZON WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 04/25/2023 - 160 hrs per month. 2) 06/22/2023 - Horizon Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/25/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Horizon Wealth Management, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Thomas Reitz JR.'s CRS (Customer Relationship Summary).
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

June 1, 2023 - Present

HORIZON WEALTH MANAGEMENT

Office #1: 22 Calendar Court 2nd Floor, La Grange, IL 60525
RIA
CRD#: 170255
La Grange, IL
Current

May 5, 2023 - Present

LPL FINANCIAL LLC

Office #1: 22 Calendar Ct 2nd Fl, Lagrange, IL 60525-2373
RIA
BD
CRD#: 6413
Lagrange, IL
Past

January 21, 2022 - April 24, 2023

LINCOLN INVESTMENT

RIA
CRD#: 519
LOMBARD, IL
Past

January 21, 2022 - April 24, 2023

CAPITAL ANALYSTS

RIA
CRD#: 162200
Lombard, IL
Past

January 21, 2022 - April 24, 2023

LINCOLN INVESTMENT

BD
CRD#: 519
LOMBARD, IL
Past

November 6, 2020 - January 24, 2022

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OAK BROOK, IL
Past

July 28, 2020 - January 24, 2022

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OAK BROOK, IL

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".
HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC

CRD#: 170255 / SEC#: 801-79492

RIA
Registered Investment Advisory firm - (4/15/2014 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
Illinois
(5/5/2023)
IAR
Illinois
(6/1/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/28/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/9/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

HW
HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT | RW WEALTH MANAGEMENT | HORIZON WEALTH MANAGEMENT, LLC

CRD#: 170255 / SEC#: 801-79492

RIA
Registered Investment Advisory firm - (4/15/2014 Approved)
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Contact information

Main Address
22 Calendar Court 2nd Floor, La Grange, IL 60525
Mailing Address
Phone number
(708) 352-4300
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HORIZON DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND PRIVACY POLICY (6/4/2025)

Regulatory assets under management

Total Number of Accounts3,073
AUM (Assets Under Management)$ 945,761,317

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.

Company Information

HORIZON WEALTH MANAGEMENT

CRD#: 170255La Grange, IL 60525

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