Yvonne Reitemeyer
Yvonne Reitemeyer is a ChFC-designated registered investment advisor at Vicus Capital, INC., based in Stroudsburg, PA, with 18 years of industry experience. Yvonne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
1286 N 9th St, Stroudsburg, PA, 18360
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yvonne is an investment advisory representative at Vicus Capital and an insurance agent selling various insurance products. She also works as a financial professional/secretary at FRM Financial Group, LLC, is involved in a networking group, serves on the Lopatcong Township Environmental Commission, is the Chair of the Board of Trustees at Warren County Community College, is a committee member for the Warren County Republican Committee, and resells clothing online.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Invest Financial CorporationBroker
Invest Financial Corporation
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.