Advisor at Retirement Financial Group, LLC
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Firm
Retirement Financial Group, LLC
Location
Beaumont, TX 77706
Credentials
Series 65
Industry experience
< 1 year
Katelynn Reese is a financial advisor at Retirement Financial Group, LLC with a Series 65 designation and four years of experience in the industry. Prior to joining the firm, she served in the US Army from 2012 to 2019. Retirement Financial Group manages approximately $153 million in client assets through a three-advisor team, serving individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm provides discretionary portfolio management along with consulting and financial planning services, tailoring investment advice to clients’ objectives and risk tolerance.
Up to $500 per hour, negotiable
Account minimum: $250,000
1090 Longfellow Dr.
Beaumont, TX 77706
Texas
Retirement Financial Group, LLC
2022 - Present (4 years)
Not employed
2019 - 2022 (3 years)
US Army
2012 - 2019 (7 years)
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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.
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Beaumont, TX
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Retirement Financial Group, LLC
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Retirement Financial Group, LLC
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