Joni Lynne Reiling
Investment adviser representative at LPL Financial LLC
18 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Greenstate Credit UnionSep 2020 to now
- LPL Financial LLCSep 2020 to now
- Midwest Financial Solutions, LLCMar 2017 to Sep 2020
- SiiFeb 2017 to Mar 2017
- Reiling Services IncMay 2013 to May 2017
- Ameritas Investment CorpSep 2010 to Sep 2020
- Central Financial GroupSep 2008 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4831086
- Firm CRD
- 6413