John Francis Rehak
Investment adviser representative at United Capital Financial Advisors
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.6BFirm 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
- Seminars and workshops
Experience
24 years in the industry.
- United Capital Financial Advisors, LLCJun 2022 to now
- UnemployedSep 2021 to May 2022
- Figli LLCMay 2021 to Aug 2021
- UnemployedAug 2019 to May 2021
- Miller Tennis CenterJun 2018 to Aug 2019
- UnemployedJan 2002 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 7585195
- Firm CRD
- 134600