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Collin Lance Reatherford

Reatherford Wealth Management LLC

Peoria, IL

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Current Employers
Reatherford Wealth Management Llc

316 Sw Washington St Suite 1A, Peoria, IL 61602 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-06-07
TX RA APPROVED 2022-05-31
IL RA APPROVED 2022-04-15
  • IN RA
    APPROVED
    Since 2023-06-07
  • TX RA
    APPROVED
    Since 2022-05-31
  • IL RA
    APPROVED
    Since 2022-04-15

Branch Locations

316 Sw Washington St Suite 1A, Peoria, IL 61602 • 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
Super Nutrition Peoria IL 03/2016 02/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2016 11/2017
Northwestern Mutual Investment Services Llc Peoria IL 04/2016 11/2017
Mass Mutual Life Insurance Company Peoria IL 10/2017 01/2022
Mml Investors Services, Llc Peoria IL 01/2018 01/2022
Reatherford Wealth Management Llc Peoria IL 01/2022 Present
  • 03/2016 → 02/2021
    Super Nutrition
    Peoria, IL
  • 06/2016 → 11/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2016 → 11/2017
    Northwestern Mutual Investment Services Llc
    Peoria, IL
  • 10/2017 → 01/2022
    Mass Mutual Life Insurance Company
    Peoria, IL
  • 01/2018 → 01/2022
    Peoria, IL
  • 01/2022 → Present
    Peoria, IL
Previous Registrations
Other Businesses

Life insurance, disability insurance, Long-term Care insurance and annuities. Representative through a variety of insurance companies that Mr. Reatherford is able to offer, sell and service.. Started 03/02/2022. 40-60 hours per month only during trading hours. Non investment related. Duties include understanding clients needs for insurance related protection, providing quotes, assisting clients in the application and underwriting process, once the policy is accepted by the client, we continue to service their insurance contracts for them when needed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-05
S63 Uniform Securities Agent State Law Examination 2017-09-18
  • S65 Uniform Investment Adviser Law Examination
    2018-10-05
  • S63 Uniform Securities Agent State Law Examination
    2017-09-18
Designations
Other Names
  • Collin Reatherford

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