Rachel Jane Marthinsen
Investment adviser representative at Reichard Capital, LLC
12 yearsExperience
1 stateRegistered in
$341MFirm assets
6 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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Reichard Capital, LLCFeb 2026 to now
- Ernst & Young LLCJan 2023 to Jan 2026
- University of North Carolina WilmingtonAug 2021 to Jan 2023
- University of North Carolina WilmingtonAug 2017 to May 2021
- Charlotte Catholic High School,Aug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Reichard Capital, LLC
$341MAssets managed
113Clients
3Advisers
6 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
- 8230299
- Firm CRD
- 305695