Katelynn Makenzie Reese
Investment adviser representative at Retirement Financial Group, LLC
14 yearsExperience
1 stateRegistered in
$185.9MFirm assets
4 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Retirement Financial Group, LLCMay 2022 to now
- Not EmployedMar 2019 to May 2022
- US ArmyJun 2012 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Retirement Financial Group, LLC
$185.9MAssets managed
440Clients
4Advisers
4 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
- 7597610
- Firm CRD
- 322692