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Michael Reichard

Advisor at Emmaus Investor Services Corp.

Updated today

Firm

Emmaus Investor Services Corp.

Location

Dayton, OH

Credentials

Series 63

Industry experience

21 years

About

Michael Reichard is a Series 63-licensed financial advisor with Emmaus Investor Services Corp. in Dayton, OH, where he has worked since 2006. He has 21 years of industry experience, including time at Jubilee Investor Services, LLC. Outside of advising, he is also active as a stock trader. Emmaus Investor Services provides fee-only advisory services to individual investors, focusing on portfolio management and a separate portfolio review service. The firm employs a combination of fundamental, technical, and cyclical analysis supported by third-party research and offers both discretionary and non-discretionary advice tailored to clients' financial profiles and risk tolerances.

Client services

Based on Emmaus Investor Services Corp.

Portfolio management

Expertise

Based on Emmaus Investor Services Corp.

Active portfolio management

Fee options

Percentage

$0 - $150,000: $999/year (Portfolio Review and Recommendations) $150,000 - $500,000: $1,999/year (Portfolio Review and Recommendations) $500,000 - $1,000,000: $2,999/year (Portfolio Review and Recommendations) $1,000,000+: $3,999/year (Portfolio Review and Recommendations) $0 - $100,000: Negotiated (Portfolio Management) $100,000 - $150,000: $150/month (Portfolio Management) $150,001 - $500,000: $200/month (Portfolio Management) $500,001 - $750,000: $250/month (Portfolio Management) $750,001+: Negotiated (Portfolio Management)

Other

Minimum fee: Portfolio Review and Recommendations: $999/year for accounts $0 to $150,000 Fee-only: Fee only financial advisor; fees based on fixed fees for Portfolio Review and tiered monthly fees or negotiated fees for Portfolio Management.

Location

Dayton, OH

Most active in

Ohio

Work history

Emmaus Investor Services Corp.

2006 - Present (20 years)

Jubilee Investor Services, LLC

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David W

Series 65

Beavercreek Township, OH

Central Point Wealth Management LLC

General tax planning General retirement planning Wealth management
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Matthew W

CFP®, Series 63, Series 66

Centerville, OH

Wealth Accel

General retirement planning Income planning Tax-loss harvesting Private / alternative investments
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Ronald A

Series 65

Kettering, OH

Alban Investment Management, LLC

Charitable giving & philanthropy Options & derivatives strategies
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Elizabeth L

CFP®, Series 63, Series 65

Dayton, OH

EHMLI Investment Advisors LLC

General tax planning Retirement income strategy Income planning Long-term care insurance Retired Approaching retirement
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Premal P

Series 65

Bellbrook, OH

Greenrock Advisory LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities

Carrie C

CFP®, CRPC®

Bellbrook, OH

What About Us Financial

MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning General estate planning guidance Founder/Business Owner Divorced Women LGBTQIA Gen X (Born 1965-1980)
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