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Ashley Lynn Reiter

Investment adviser representative at Great River Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$201.9MFirm 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Great River FinancialSep 2026 to now
  2. Strategic Blueprint, LLCSep 2025 to Aug 2026
  3. Merino Wealth ManagementAug 2024 to Aug 2025
  4. Advanced Planning CollectiveJan 2024 to Aug 2025
  5. Great River FinancialJul 2023 to Aug 2025
  6. Gw FinancialJun 2021 to Oct 2024
  7. Grove Street Fiduciary, LLCSep 2019 to Jun 2021
  8. Jnba Financial Advisors Inc.Feb 2019 to Aug 2019
  9. Bgm Wealth PartnersOct 2016 to Jan 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (MN).

Great River Financial

Legal name: Great River Financial LLC

$201.9MAssets managed
136Clients
3Advisers
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
5713934
Firm CRD
314172
Advisor's SEC record (opens in a new tab)
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