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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2010
- Office Locations
- 5
Office Locations
About Research Financial Strategies
Research Financial Strategies is an independent wealth management and financial planning firm serving families and businesses, with a focus on retirement security and legacy planning. The firm uses a proprietary, technical-analysis-based investment methodology designed to identify and help protect against stock market risk, paired with an education-first planning process so clients understand how their money is invested. Team-based service emphasizes proactive, ongoing outreach; platforms include Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN FLEMING REUTEMANN JR
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #374456
- Ownership
- 75% or more
VALERIE L ALEXANDER
Advisor, Chief Compliance Officer, Chief Financial Officer
- CRD
- #4974892
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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NEAL BACHER BOBYS
President
- CRD
- #24446
PAUL JOHN CELLA
Principal
- CRD
- #2165318
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,638,819 | $201,311 |
| Non-Discretionary | $0 | -- |
| Total | $251,638,819 | $201,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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