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Kipton Jeremy Reiss

LPl Financial LLC

Decatur, IL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-21
IL RA APPROVED 2019-12-13
IN RA APPROVED 2018-09-19
  • TX RA
    APPROVED_RES
    Since 2021-01-21
  • IL RA
    APPROVED
    Since 2019-12-13
  • IN RA
    APPROVED
    Since 2018-09-19

Branch Locations

147 N Water Street, Decatur, IL 62523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Decatur IL 05/2009 Present
Cornerstone Wealth Management Dba Reiss Financial Group, Llc Decatur IL 10/2016 12/2019
  • 05/2009 → Present
    Decatur, IL
  • 10/2016 → 12/2019
    Cornerstone Wealth Management Dba Reiss Financial Group, Llc
    Decatur, IL
Previous Registrations
Other Businesses

1. 12/04/2013 - 5K PROPERTIES - Investment Related - Decatur, IL 62521 & Southern View, IL 62703 - REAL ESTATE RENTAL - TIME SPENT 10% - TWO RENTAL HOUSES. NO RENTERS ARE CLIENTS OR RELATED TO ANY CLIENTS. 2. 10/5/2019 - LifeMap Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 160 Hours Per Month/140 Hours During Securities Trading. 3. 5/14/2020 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 05/13/2020 - 200 Hours Per Month/8 Hours During Securities Trading. 4. 09/22/2022 - Broker's Service Marketing Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 09/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading 5. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - 200 Hours Per Month/8 Hours During Securities Trading 6. 09/28/2023 - 5k Properties - Real Estate Rental - Investment Related - Oxford, MS - Start Date 11/04/2022 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-07
S63 Uniform Securities Agent State Law Examination 1997-11-21
  • S65 Uniform Investment Adviser Law Examination
    2005-02-07
  • S63 Uniform Securities Agent State Law Examination
    1997-11-21
Other Names
  • Kip Reiss

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