Lindie Rheeder
Investment adviser representative at Mai Capital Management, LLC
9 yearsExperience
1 stateRegistered in
$52.1BFirm assets
26 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Mai Capital Management, LLCNov 2025 to now
- Guardian Life Insurance CompanyJul 2025 to Nov 2025
- Park Avenue SecuritiesJul 2025 to Nov 2025
- Consolidated PlanningMay 2025 to Jul 2025
- UnemployedFeb 2025 to May 2025
- Ferretti SearchNov 2024 to Feb 2025
- Consolidated PlanningJul 2024 to Nov 2024
- The Olde Mecklenburg BreweryApr 2024 to Dec 2024
- Alight Financial AdvisorsMay 2023 to Feb 2024
- UnemployedJan 2023 to May 2023
- Financial Engines Advisors L.L.C.Mar 2020 to Jan 2023
- Teema Solutions GroupMar 2019 to Mar 2020
- True Strength FitnessNov 2018 to Mar 2019
- Orangetheory FitnessJan 2018 to Oct 2018
- University of Vermont Campus RecreationAug 2016 to May 2018
- Body ResolutionMay 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 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
- 7248495
- Firm CRD
- 109807