AR
AR

Anthony Thomas Reckling

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,561 clients
Average Client Portfolio
$254K average
Assets Under Management
$396.2M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 W Big Beaver Rd Suite 500, Troy, MI, 48084

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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

Anthony is an associate advisor at Financial Services of America, an insurance agency, selling life insurance and fixed index annuities, dedicating about a quarter of his time. He is also an Investment Adviser Representative at FSA Advisors, an RIA, providing financial planning and advisory services, taking about two-thirds of his time.

Employment History
Current Registrations
Financial Services of America Advisors
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Ae Financial Services, LLCBroker
November 2022 - March 2025 · 2 yrs 4 mos
Ameriprise Financial Services, LLC
October 2020 - November 2021 · 1 yr 1 mo
Ameriprise Financial Services, LLCBroker
September 2020 - November 2021 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
June 2019 - September 2020 · 1 yr 3 mos
Infinex Investments, INC.Broker
September 2016 - May 2019 · 2 yrs 8 mos
Foresters Financial Services, INC.Broker
April 2016 - August 2016 · 4 mos
Hantz Financial Services, INC.
July 2015 - February 2016 · 7 mos
Hantz Financial Services, INC.Broker
May 2015 - February 2016 · 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.