Advisor at Reatherford Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Reatherford Wealth Management LLC
Location
Peoria, IL 61602
Credentials
ChFC®, Series 63, Series 65
Industry experience
8 years
Collin Reatherford is a financial advisor at Reatherford Wealth Management LLC with eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding his independent firm in 2022, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company. Outside of advisory services, he is a licensed insurance agent providing life, disability, and long-term care insurance products. Reatherford Wealth Management offers asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth households, and small businesses. The firm’s investment approach uses a long-term asset allocation framework informed by Modern Portfolio Theory and combines fundamental, technical, and cyclical analyses.
Based on Reatherford Wealth Management LLC
Fixed fees for financial planning range from $500 to $15,000, negotiable based on complexity
$0.00 - $500,000.00: 1.00% $500,000.00 - $1,000,000.00: 0.80% $1,000,000.00 - $3,000,000.00: 0.60% $3,000,000.00 - $10,000,000.00: 0.50% Above $10,000,000.00+: 0.30%
Clients may pay commissions on insurance products sold; insurance commissions are separate from advisory fees
Financial planning services charged at $250 per hour
Fee-only: Financial planning services offered hourly at $250/hour or fixed fees ranging from $500 to $15,000 based on complexity
316 Sw Washington St, Suite 1 A
Peoria, IL 61602
Illinois · Indiana · Texas
Reatherford Wealth Management LLC
2022 - Present (4 years)
Mass Mutual Investors Services
2018 - 2022 (4 years)
Mass Mutual Life Insurance Company
2017 - 2022 (5 years)
Northwestern Mutual Life Insurance Company
2016 - 2017 (1 year)
Northwestern Mutual Investment Services LLC
2016 - 2017 (1 year)
Super Nutrition
2016 - 2021 (5 years)
General Nutrition Center
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
East Peoria, IL
Douglas Capital Management, LLC
CFP®, ChFC®, Series 63, Series 65
Hanna City, IL
Fulkerson Financial Services, LLC
ChFC®, Series 65
Pekin, IL
Wolf Financial Advisors LLC
CFP®, EA
Peoria, IL
RP Zeigler Investment Services
Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (11), Murphy (9), Clarke (7) and Crosby (7). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, I guess) which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)
Series 63, Series 65
Peoria, IL
Nash-Hasty Private Wealth Management
Series 63, Series 65
Washington, IL
Milestone Advisory Group, LLC
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