Lindie Rheeder

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2020 → 07/2022
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 03/2019 → 03/2020
  Teema Solutions Group
  Phoenix, AZ
• 11/2018 → 03/2019
  True Strength Fitness
  Scottsdale, AZ
• 01/2018 → 10/2018
  Orangetheory Fitness
  Burlington, VT
• 08/2016 → 05/2018
  University Of Vermont Campus Recreation
  Burlington, VT
• 05/2016 → 09/2017
  Body Resolution
  Burlington, VT
• 07/2022 → 01/2023
  Financial Engines Advisors L.L.C
  Santa Clara, CA
• 05/2023 → 11/2023
  Alight Financial Advisors
  Branchville, NJ
• 01/2023 → 05/2023
  Unemployed
  Branchville, NJ
• 11/2023 → 02/2024
  Alight Financial Advisors
  Charlotte, NC
• 04/2024 → 12/2024
  The Olde Mecklenburg Brewery
  Charlotte, NC
• 07/2024 → 11/2024
  Consolidated Planning
  Charlotte, NC
• 11/2024 → 02/2025
  Ferretti Search
  Matthews, NC
• 05/2025 → 07/2025
  Consolidated Planning
  Charlotte, NC
• 02/2025 → 05/2025
  Unemployed
  Charlotte, NC
• 07/2025 → 11/2025
  Park Avenue Securities
  Charlotte, NC
• 07/2025 → 11/2025
  Guardian Life Insurance Company
  Charlotte, NC
• 11/2025 → Present
  Mai Capital Management Llc
  Cleveland, OH

Previous Registrations

• 2025-07-08 → 2025-11-06
  Park Avenue Securities Llc
  Charlotte, NC
• 2023-11-27 → 2024-02-07
  Alight Financial Advisors, Llc
  Charlotte, NC
  Charlotte, NC
• 2020-07-28 → 2023-02-24
  Edelman Financial Engines
  Phoenix, AZ

Other Businesses

BARTENDER - I am an employee of a local brewery in Monroe, NC. My role includes bartending and only takes place on the weekends. start date: 03/20/2025; 222 N Main St, Monroe, NC 28112; 32 hrs; 0 per trading hours; not investment related; less than 10% compensation

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-22

Other Names

• Lindie Rheeder
• Lindie A Rheeder