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Katelynn Makenzie Reese

RETIREMENT FINANCIAL GROUP, LLC·BEAUMONT, Texas
Series 65Clean record1 years registeredRETIREMENT FINANCIAL GROUP, LLC
1090 LONGFELLOW DR., BEAUMONT, TX 77706CRD# 7597610Firm CRD# 322692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katelynn Makenzie Reese · BEAUMONT, TX
Registration
CRD #7597610 · RETIREMENT FINANCIAL GROUP, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

RETIREMENT FINANCIAL GROUP, LLC
Jun 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 24, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RETIREMENT FINANCIAL GROUP, LLC
CRD 322692 · SEC 801-126392
AUM
$122M
Regulatory assets under management
Employees
2
689 client accounts
Services offered by RETIREMENT FINANCIAL GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RETIREMENT FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Katelynn Makenzie Reese offer?
Katelynn Makenzie Reese specializes in Investment Management. Contact their office in BEAUMONT, Texas for a consultation.
What are Katelynn Makenzie Reese's credentials?
Katelynn Makenzie Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katelynn Makenzie Reese located?
Katelynn Makenzie Reese is based in BEAUMONT, Texas, working with RETIREMENT FINANCIAL GROUP, LLC. Their office serves clients in the BEAUMONT metropolitan area and surrounding communities.
How does Katelynn Makenzie Reese charge for services?
Katelynn Makenzie Reese'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 RETIREMENT FINANCIAL GROUP, LLC?
RETIREMENT FINANCIAL GROUP, LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RETIREMENT FINANCIAL GROUP, LLC

Clark Calvin Shofner
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Erik Otha Morgan
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