Jeremy Reif
Advisor at Point Wealth, LLC
Updated today
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.
About
Jeremy Reif is a financial advisor at Point Wealth, LLC in Wausau, WI, holding a Series 66 designation with 20 years of industry experience. He has worked at several firms, including World Equity Group and Taylor Capital Management, and has operated his own business, Reif Financial LLC, since 2011. In addition to his advisory work, he is involved in tax preparation services through Point Wealth Tax Services and records audiobooks through Point Audio, LLC. Point Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary asset management and comprehensive financial planning. The firm integrates tax and legal considerations into its goal-based investment strategies, reviews portfolios regularly, and accommodates client-imposed investment restrictions.
Expertise
Based on Point Wealth, LLC
General retirement planning
Income planning
Tax strategies for small businesses
Fee options
$0 - $2,499,999: 1.50% annually $2,500,000 - $4,999,999: 1.25% annually $5,000,000+: 1.00% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance.
$250 per hour for one-time financial planning.
Negotiable monthly fee between $50 and $1,000 for ongoing financial planning and consulting.
Location
3319 Terrace Ct.
Wausau, WI 54401
Most active in
Jeremy R has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Point Wealth, LLC
2021 - Present (5 years)
Point Wealth Tax Services
2020 - Present (6 years)
World Equity Group
2019 - 2021 (2 years)
Taylor Capital Management Inc.
2015 - 2019 (4 years)
Retirement Wealth Advisors, LLC
2015 - 2021 (6 years)
MPPL Financial
2013 - 2022 (9 years)
Reif Financial LLC
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Patrick B
Series 63, Series 65
Wausau, WI
MyFamilyCFO, Inc.
Ludger B
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Carlos S
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Alexandria B
Series 65
Wausau, WI
Hoff Private Wealth
Derek H
Series 65
Wausau, WI
Hoff Private Wealth
Daniel H
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
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