Donald Lawrence Reichert

Employer firm

Colton Groome Financial Advisors, LLC CRD 128365

$725M regulatory AUM 101 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• QUALIFIED RETIREMENT PLAN AND/OR NON-QUALIFIED DEFERRED COMPENSATION PLAN CONSULTING AND INSURANCE 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

• 06/1993 → Present
  Guardian Life Insurance Company
  New York, NY
• 08/1993 → 05/2018
  Capital Design Associates/Cda Group
  Greenville, SC
• 07/2018 → 12/2025
  The Reichert Company, Inc.
  Greenville, SC
• 01/2015 → 06/2017
  Cda Group, Llc
  Greenville, SC
• 07/2017 → 06/2018
  Cda Group, Llc
  Greenville, SC
• 07/2018 → 12/2022
  Valmark Securities, Inc.
  Greenville, SC
• 08/2018 → 12/2022
  Valmark Advisers, Inc.
  Akron, OH
• 12/2025 → Present
  Colton Groome Financial Advisors, Llc
  Greenville, SC

Previous Registrations

• 2018-08-01 → 2025-12-05
  The Reichert Company, Inc.
  Greenville, SC
  Greenville, SC
  Sunset, SC
• 2018-09-19 → 2022-12-31
  Valmark Advisers, Inc.
  Greenville, SC
  Sunset, SC
• 2009-12-15 → 2018-07-25
  Cda Group
  Greenville, SC
• 2005-10-20 → 2009-12-15
  Park Avenue Securities Llc
  Greenville, SC
  Greenville, SC
• 2000-05-22 → 2005-10-20
  Capital Design Advisory Services Llc
  Greenville, SC

Other Businesses

1)MR. REICHERT IS AN INDEPENDENT INSURANCE AGENT SELLING LIFE INSURANCE, LONG TERM CARE, DISABILITY, AMONG OTHERS 6/1993-PRESENT. 2) MR. REICHERT IS A PROMOTER AND PAID ENDORSER FOR COLTON GROOME FINANCIAL ADVISORS, LLC (CGFA) AN INVESTMENT ADVISORY FIRM LOCATED IN ASHEVILLE, NC. 1/1/2023 - PRESENT. SECURITIES RELATED BUSINESS. MR. REICHERT RECIEVES FEES BASED ON A PERCENTAGE OF COMPENSATION EARNED BY CGFA FROM PROVIDING ADVISORY SERVICES TO REFERRED CLIENTS. 1 TO 5 HOURS PER WEEK DURING SECURITIES TRADING HOURS. 3) The Reichert Company, Inc., President, Business Exit Planning, Provide advice to business owners on how to transfer/sell their businesses to outside third parties, key personnel, and/or family members, started 7/2018, Owner and 100 stock holder, 21-40 hours per month, receives fees based on complexity of engagement. 4) Co-Chair of Host Committee; Mark Meadows Welcome/Seminar; Cliffs of Keowee Vineyards, Sunset, SC; Political Education; NOT Investment Related; Start Date 4/8/2022; Approximately 6-10 hrs. per month. 5) Saint Joseph's Catholic School; 100 St. Joseph S Dr., Greenville, SC 29607; Catholic High School; Chair of Development Committee; NOT Investment Related; Start Date 4/1/2022; Approximately 1-5 hrs. per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-30
• S65 Uniform Investment Adviser Law Examination
  1999-12-30

Designations

• Chartered Financial Consultant