Willi Walter Reif

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 03/2013 → 05/2021
  Kalejta Financial Management
  Trappe, PA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Reading, PA
• 06/2021 → 08/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2021 → 12/2022
  Flagship Financial Llc
  Sanatoga, PA
• 12/2022 → Present
  Sequoia Wealth Solutions Llc
  Reading, PA
• 06/2023 → 08/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2025 → Present
  Lpl Financial
  Reading, PA

Previous Registrations

• 2023-06-29 → 2025-08-14
  Cetera Investment Advisers Llc
  Reading, PA
• 2021-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  Reading, PA
  Sanatoga, PA
  Braintree, MA
  Reading, PA
• 2006-05-12 → 2021-06-09
  Voya Financial Advisors, Inc.
  Lansdale, PA
  Trappe, PA
  Williamsport, PA
  Braintree, MA
  Reading, PA
  Reading, PA
  Sanatoga, PA
  Windsor, CT

Other Businesses

06/26/2025 - Sequoia Wealth Solutions LLC - DBA for LPL Business (entity for LPL business) Investment related - Reading, PA 19608 - OBA start date 12/01/2022 - Hours per month 160 - Time Spent 100 06/26/2025 - Keepsake Properties - Rental - Investment related - Reading, PA 19608 - OBA start date 01/15/2018 - Hours per month 4 - Time Spent 2 06/26/2025 - Reif Family Farm - Farming - Not Investment Related - Canisteo, NY 14843 - OBA start date 01/01/2022 - Hours per month 10 - Time Spent 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-25
• S63 Uniform Securities Agent State Law Examination
  2002-03-27

Other Names

• Bill Reif