Ronald Thomas Reitz
Investment adviser representative at Horizon Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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.
- Horizon Wealth Management, LLCMay 2023 to now
- LPL Financial LLCApr 2023 to now
- Capital AnalystsJan 2022 to Apr 2023
- Lincoln InvestmentJan 2022 to Apr 2023
- Equitable Advisors, LLCJun 2020 to Jan 2022
- AXA Advisors, LLCMay 2019 to Aug 2019
- University of Illinois FoundationAug 2018 to Feb 2019
- University of IllinoisJan 2018 to May 2020
- Morton CollegeAug 2017 to Dec 2017
- Town of CiceroMar 2017 to May 2020
- Valparaiso UniversityJul 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Horizon Wealth Management
Legal name: Horizon Wealth Management, LLC
$1.1BAssets managed
1,306Clients
6Advisers
12 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
- 7269953
- Firm CRD
- 170255