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Mark Joseph Reitz

REITZ CAPITAL ADVISORS LLC·FREELAND, Michigan
SIE, Series 7, Series 63CFPClean record16 years registeredREITZ CAPITAL ADVISORS LLC
5786 MIDLAND RD, FREELAND, MI 48623CRD# 5101409Firm CRD# 167088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Joseph Reitz · FREELAND, MI
Registration
CRD #5101409 · REITZ CAPITAL ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

REITZ CAPITAL ADVISORS LLC
Jun 2013 – present
1ST GLOBAL ADVISORS INC
May 2010 – Jun 2013
SAGINAW, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · May 18, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REITZ CAPITAL ADVISORS LLC
CRD 167088 · SEC 801-112453
AUM
$91M
Regulatory assets under management
Employees
2
277 client accounts
Services offered by REITZ CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at REITZ CAPITAL ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Mark Joseph Reitz offer?
Mark Joseph Reitz specializes in Financial Planning, Investment Management. Contact their office in FREELAND, Michigan for a consultation.
What are Mark Joseph Reitz's credentials?
Mark Joseph Reitz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Joseph Reitz located?
Mark Joseph Reitz is based in FREELAND, Michigan, working with REITZ CAPITAL ADVISORS LLC. Their office serves clients in the FREELAND metropolitan area and surrounding communities.
How does Mark Joseph Reitz charge for services?
Mark Joseph Reitz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REITZ CAPITAL ADVISORS LLC?
REITZ CAPITAL ADVISORS LLC has approximately 2 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
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Research
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