John Fleming Reutemann

CFP

Research Financial Strategies

49 Years of Experience

8 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Research Financial Strategies

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

580 clients

Average Client Portfolio

$439K average

Assets Under Management

$254.4M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264

Get directions

History

Regulatory History (8)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 2024

Final

Customer Dispute

March 2019

Closed-No Action

Customer Dispute

February 2009

Denied

Customer Dispute

July 2008

Closed-No Action

Customer Dispute

December 2005

Settled

Customer Dispute

December 2002

Award / Judgment

Customer Dispute

August 2002

Denied

Criminal

October 1978

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John is an appointed insurance agent since 1992, offering fixed and variable life, annuity, and long-term care insurance. He also owns rental properties and a coaching business for professional advisors, and is CEO of Reutemann Financial Florida Inc., spending nearly full-time on investment management services.

Employment History

Current Registrations

Purshe Kaplan Sterling InvestmentsBroker

August 2012 - Present · 13 yrs 6 mos

Purshe Kaplan Sterling Investments

August 2012 - Present · 13 yrs 6 mos

Research Financial Strategies

May 2010 - Present · 15 yrs 9 mos

Previous Registrations

LPL Financial LLC

June 1997 - April 2011 · 13 yrs 10 mos

LPL Financial LLCBroker

May 1997 - August 2012 · 15 yrs 3 mos

D.E. Frey & Company, INC.Broker

April 1995 - May 1997 · 2 yrs 1 mo

Titan/value Equities Group, INC.Broker

January 1995 - March 1995 · 2 mos

Centaurus Financial, INC.Broker

July 1994 - April 1995 · 9 mos

Titan/value Equities Group, INC.Broker

June 1989 - December 1994 · 5 yrs 6 mos

Kavanaugh Securities, INC.Broker

May 1986 - June 1989 · 3 yrs 1 mo

Cardell & Associates, IncorporatedBroker

January 1982 - January 1986 · 4 yrs

Independent Financial Planners CorporationBroker

March 1978 - December 1981 · 3 yrs 9 mos

Cornerstone Financial Services, INC.Broker

May 1974 - December 1976 · 2 yrs 7 mos

State Registrations14 states

CACODCDEFLMDNCNYOHPASCTXVAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.