Advisor at Walter J. Reyna, Inc.
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
Walter J. Reyna, Inc.
Location
Mcallen, TX 78504
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
30 years
Michael Cutbirth is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding the CFP® and ChFC® designations with 30 years of industry experience. His career includes roles at Lincoln Financial Securities Corp and OneAmerica Securities. Outside of investment advisory, he is involved in fixed annuity and Medicare-related insurance sales. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.
Based on Walter J. Reyna, Inc.
$0 - $149,999: 2.00% $150,000 - $499,999: 1.70% $500,000 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.20% $2,500,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.55% $10,000,000+: 0.50%
$250 per hour for pension consulting and financial planning/consulting services.
Account minimum: $100,000
5315 N. Mccoll
Mcallen, TX 78504
Texas
J.W. Cole Financial, Inc.
2023 - Present (3 years)
Walter J. Reyna, Inc.
2023 - Present (3 years)
OneAmerica Securities
2021 - 2023 (2 years)
American United Life
2021 - Present (5 years)
Premium 72 Capital
2021 - 2021 (1 year)
R.M. Stark & Co. Inc.
2021 - 2021 (1 year)
R.M. Stark & Co., Inc.
2021 - 2021 (1 year)
Lincoln Financial Securities Corp
2008 - 2021 (13 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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
Edinburg, TX
MDO Financial Planning, LLC
Series 65
Mcallen, TX
Normaltown Financial LLC
Series 63, Series 65
Mcallen, TX
Walter J. Reyna, Inc.
Series 66
Edinburg, TX
Roosevelt Advisors LLC
Series 66
Edinburg, TX
Roosevelt Advisors LLC
Series 65
Mcallen, TX
Idylian Capital
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