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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-04-2018
- Office Locations
- 1
Office Locations
About Recker Financial LLC
Recker Financial is a Michigan-based, fee-only financial planning firm led by CFP Mark Recker, serving young professionals, farmers, and small business owners. The firm delivers comprehensive planning (cash flow, debt/student loans, retirement, tax, insurance) plus farm transition and business succession guidance. Clients get a portal/app with goal and allocation tracking and easy adviser access via text and video. Portfolios are primarily ETF-based and custodied at Schwab.
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Owner & Executives
MARK RAYMOND RECKER
Chief Compliance Officer, Financial Planner
- CRD
- #5778143
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,945,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,945,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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