George Rettig

ALITUS FINANCIAL SERVICES

Land O Lakes, FL

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CRD#: 7551960

Professional summary

George Rettig, who also goes by G. Matthew Rettig, is a registered financial advisor currently at ALITUS FINANCIAL SERVICES located in Land O Lakes, Florida.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. George has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

G. Matthew Rettig

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.M&M 1901 BUILDING LLC; NON-INV RELATED; GRAHAM, WA; TITLE: LIMITED MEMBER; START: 09/26/2007; 2 HOURS PER MONTH/NONE DURING TRADING. DUTIES: KEEP ACCOUNTING, MAKE DISTRIBUTION CHECKS, VERIFY TAX RETURN COMPLETE. 2.ALITUS CONSULTING LLC; NON-INV RELATED; NIXA, MO; TITLE: DIRECTOR/SOLE OWNER; START: 05/03/2022; 5 HOURS/WEEK; NONE DURING TRADING HOURS; DUTIES: CPA FIRM/TAX AND CONSULTING WORK. 3. GMR CAPITAL MANAGEMENT LLC; INV RELATED; NIXA, MO; TITLE: MANAGING MEMBER; START 03/2022; 1 HOUR/MONTH; DURING TRADING HOURS; DUTIES: INVESTMENT.ADVISORY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Rettig'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 27, 2023 - Present

ALITUS FINANCIAL SERVICES

RIA

CRD#: 326296

Land O Lakes, FL

Past

July 19, 2022 - March 7, 2023

HOHIMER WEALTH MANAGEMENT, LLC

RIA

CRD#: 300140

SEATTLE, WA

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

Florida
(7/27/2023)

IAR

Missouri
(3/5/2025)

IAR

Texas
(7/26/2024)

IAR

Washington
(7/17/2024)

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

State Security Law Exam

IAR

Series 65

Date: 7/19/2022

Uniform Investment Adviser Law Examination

Current Firm

ALITUS FINANCIAL SERVICES

ALITUS FINANCIAL SERVICES | GMR CAPITAL MANAGEMENT LLC

CRD#: 326296 / SEC#:

Florida

Registered Investment Advisory firm - (7/27/2023 Approved)

Missouri

Registered Investment Advisory firm - (3/5/2025 Approved)

Texas

Registered Investment Advisory firm - (7/26/2024 Conditional Restricted)

Washington

Registered Investment Advisory firm - (7/17/2024 Approved)

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Contact information

Main Address

Nixa, MO

Mailing Address

Po Box 357, Nixa, MO 65714

Phone number

(253) 219-5940

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 4,566,522

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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George Rettig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Rettig's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALITUS FINANCIAL SERVICES

HOHIMER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2022

Current Firm

ALITUS FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALITUS FINANCIAL SERVICES

TRUST BUT VERIFY

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