Cory Ray Reckard

Employer firm

Reckard Cpa Advisors, LLC CRD 289768

135 advisory clients

Reported services (Item 5G)

• SOLICIT BUSINESS FOR ANOTHER IA'S ASSET MGMT SERVICES

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

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

Current Employers

Employment History

• 08/2019 → 12/2023
  Emshwiller Scheer Accountancy Co Dba Emshwiller & Emshwiller
  Bluffton, IN
• 01/2024 → 04/2025
  H&R Block / Block Advisors
  Bluffton, IN
• 05/2017 → Present
  Reckard Cpa Group
  Poneto, IN
• 10/2001 → 01/2024
  Cory R Reckard, Cpa
  Poneto, IN

Previous Registrations

• 2007-06-13 → 2011-08-04
  Park Avenue Securities Llc
  Bluffton, IN
  Louisville, KY
  Monroe, IN
• 2001-11-01 → 2003-09-24
  Valmark Advisers, Inc.
  Bluffton, IN

Other Businesses

1- RECKARD CPA Group-Investment related -6356 S Meridian Rd, Poneto, IN - Tax Planning, Accounting, & Sales - CPA & Owner - 5/2017 - 32 hrs/mnth - during trading 22 hrs/mnth - tax planning, accounting, and sales (in which a state approved license is held) in products such as life insurance and fixed annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-01
• S63 Uniform Securities Agent State Law Examination
  2000-12-12