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Tracie Reithmann

10 Years of Experience
Tempe, AZ
BrokerSells Insurance

Tracie Reithmann is a registered investment advisor, based in Tempe, AZ, with 10 years of industry experience.

Location

60 E Rio Solado Parkway, Suite 900, Tempe, AZ, 85281

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Tracie is a board member of her neighborhood Homeowner's Association and a volunteer videographer for a local dance studio. She is also an insurance agent with Highland Capital Brokerage, where she presents and sells insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
Cambridge Investment Research, INC.
June 2025 - Present · 11 mos
The Ameriflex Group
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2025 - July 2025 · 6 mos
Oneamerica Securities, INC.
February 2020 - December 2024 · 4 yrs 10 mos
Oneamerica Securities, INC.Broker
February 2020 - December 2024 · 4 yrs 10 mos
Pfg Advisors
March 2018 - March 2020 · 2 yrs
Securities America, INC.Broker
December 2016 - January 2020 · 3 yrs 1 mo
Cue Advisory Services, INC.
April 2016 - December 2018 · 2 yrs 8 mos
Foothill Securities, INC.Broker
May 2015 - December 2016 · 1 yr 7 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Tracie Reithmann - Financial Advisor | TrueAdvisor