Reno J. Reser

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 02/2024
  Minnesota Life Insurance Company
  St. Paul, MN
• 01/2013 → 09/2019
  Cetera Advisors
  Denver, CO
• 09/2019 → 02/2024
  Ifp Securities, Llc
  Tampa, FL
• 09/2019 → 02/2024
  Independent Financial Partners
  Tampa, FL
• 02/2024 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2009 → Present
  Reser Enterprise Inc. Dba Tactical Financial Solutions
  Littleton, CO
• 01/1996 → Present
  Reno J. Reser (Self Employed)
  Littleton, CO
• 01/2024 → Present
  Reno J. Reser Dba Capital Works Mortgage
  Littleton, CO
• 01/2017 → Present
  Double R Property Llc
  Littleton, CO
• 01/2012 → Present
  Phenix Investment Group Llc
  Littleton, CO

Previous Registrations

• 2019-09-13 → 2024-02-28
  Independent Financial Partners
  Littleton, CO
• 2012-06-01 → 2019-09-23
  Cetera Advisors Llc
  Denver, CO
  Littleton, CO
  Greenwood Village, CO
• 2007-03-15 → 2012-06-04
  Securian Financial Services, Inc.
  Colorado Springs, CO
• 2006-07-20 → 2007-03-13
  Hornor, Townsend & Kent, Llc
  Colorado Springs, CO
  Colorado Springs, CA

Other Businesses

1) Reser Enterprise Inc. dba Tactical Financial Solutions- 8191 Southpark Ln. # 113 Littleton, CO 80120; Investment related; Pass through S-Corp for securities, life insurance, etc. sales & svcs, as well as the DBA for the offering of securities & insurance sales & svcs; Owner/Agent; Start date 2009; 150 hrs/mnth; 120 hrs/mnth during trading. 2) Reno J. Reser (self employed)- 8191 Southpark Ln. # 113 Littleton, CO 80120; Investment related; Insurance (life, health, fixed annuities, property & casualty, etc.) sales & svcs; Owner; Start date 1996; 20-40 hrs/mnth; 10 hrs/mnth during trading. 3) Reno J. Reser dba Capital Works Mortgage-8191 Southpark Ln. # 113 Littleton, CO 80120; Non-investment related; Mortgage broker svcs; Mortgage Broker; Start date 2024; 5 hrs/mnth; 0 hrs/mnth during trading. 4) Double R Property LLC-7 Red Fox Ln, Littleton, CO 80127; Non-investment related; Real Estate Ownership & Development; 50% Owner; Start date 2017; 4 hrs/mnth; 0 hrs/mnth during trading. 5) Phenix Investment Group LLC-7 Red Fox Ln, Littleton, CO 80127; Non-investment related; Salon ownership & operation; 25% Owner; Start date 2012; 4 hrs/mnth; 0 hrs/mnth during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-07-11
• S63 Uniform Securities Agent State Law Examination
  2005-03-10

Other Names

• Reno Jason Reser