Manuel Weinreich
Investment adviser representative at F5 Financial Planning, L.L.C.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$168.7MFirm assets
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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
- Pension consulting
Experience
10 years in the industry.
- F5 Financial Planning, L.L.C.Jun 2026 to now
- NivatiOct 2025 to Apr 2026
- UnemployedFeb 2025 to Oct 2025
- PerkinsMay 2023 to Feb 2025
- JacobsApr 2022 to May 2023
- Social 27Aug 2021 to Feb 2022
- UnemployedJun 2016 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
F5 Financial Planning, L.L.C.
$168.7MAssets managed
128Clients
4Advisers
5 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
- 5284159
- Firm CRD
- 170674