Stephanie Strunc Reese

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2018 → Present
  Edward Jones
  St Louis, MO
• 04/2012 → 10/2018
  Go! Dance & Gymnastics Studios
  Ennis, TX
• 04/2012 → 07/2018
  Go! Academy
  Ennis, TX
• 09/2015 → 03/2018
  Equity Trust Company
  Westlake, OH

Other Businesses

The Reese Corporation Type: Date: 01/01/16 Title: Vice-President Trad Hrs: 0 Tot Hrs: 0 Desc: Monthly bill Pay and account reconciliation and year taxes. City-State: Palmer TX **** The Reese Corporation Type: Real Estate Investments Date: 01/01/15 Title: Vice-President Trad Hrs: 0 Tot Hrs: 1 Desc: Balance the books monthly and complete the end of year tax returns. City-State: Palmer TX **** Reese Strunc Family LP Type of business: Rental Property Palmer, TX Start date: 1/1/2011 Limited Partner Hours per week: 1 Hours during trading: 0 Desc: This is an LP that hold rental property that is managed by The Reese Corp. I am not involved in the day to day business. I also receive no paycheck or distributions from this LP. **** Stephanie Strunc LP Type of business: Rental Property Palmer, TX Start date: 12/27/2010 Limited Partner Hours per week: 0 Hours during trading: 0 Desc: This is an LP that hold rental property that is managed by The Reese Corp. I am not involved in the day to day business. I also receive no paycheck or distributions from this LP.*** **** Strunc Reese LP Type of business: Rental Property Palmer, TX Start date: 1/1/2011 Limited Partner Hours per week: 0 Hours during trading: 0 Desc: This is an LP that hold rental property that is managed by The Reese Corp. I am not involved in the day to day business. I also receive no paycheck or distributions from this LP. **** Academy of Fine Arts, Inc. Type of business: Dance & Gymnastics Studio Palmer, TX Start date: 7/22/2008 President Hours per week: 3 Hours during trading: 0 This is a dance studio, that I manage the books ****

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Other Names

• Stephanie Strunc Reese
• Stephanie Nicole Strunc