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Current Employers
Research Financial Strategies

2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-19
MD RA APPROVED 2010-05-06
TX RA APPROVED_RES 2010-05-06
  • FL RA
    APPROVED
    Since 2024-08-19
  • MD RA
    APPROVED
    Since 2010-05-06
  • TX RA
    APPROVED_RES
    Since 2010-05-06

Branch Locations

2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States

2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States

Nokomis, FL • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Research Financial Services, Inc. Gaithersburg MD 12/1990 Present
Research Financial Strategies Inc Rockville MD 06/1992 Present
Reutemann Financial Solutions, Inc. Rockville MD 04/2010 Present
Purshe Kaplan Sterling Investments Albany NY 08/2012 Present
  • 12/1990 → Present
    Research Financial Services, Inc.
    Gaithersburg, MD
  • 06/1992 → Present
    Research Financial Strategies Inc
    Rockville, MD
  • 04/2010 → Present
    Reutemann Financial Solutions, Inc.
    Rockville, MD
  • 08/2012 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1.) ASH BROKERAGE SERVICES; NOT INVESTMENT RELATED; INSURANCE; APPOINTED AGENT FOR VARIOUS COMPANIES; START DATE: 7/1992; FIXED AND VARIABLE LIFE, ANNUITY AND LTC INSURANCE SERVICES 2.) 4/1/2010 - ACT IN A FIDUCIARY CAPACITY-RESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN. 401(K) PLAN FOR MY DBA COMPANY.- 2273 Research Blvd, Suite 101, Rockville, MD 20850 3.) 01/24/08 - NON-VARIABLE INSURANCE DBA - RESEARCH FINANCIAL STRATEGIES, INC TO BE USED FOR ALL SECURITIES BUSINESS AND ALL NONVARIABLE INSURANCE BUSINESS - 90% TIME SPENT. 4.) 05/17/10 - REGISTERED INVESTMENT ADVISOR, (HYBRID RIA) REUTEMANN FINANCIAL SOLUTIONS, INC. KNOWN TO THE PUBLIC AS RESEARCH FINANCIAL STRATEGIES (AN APPROVED DBA)., , 90% MD. (HYBRID RIA) PROVIDING INVESTMENT ADVICE FOR A FEE AND FINANCIAL PLANNING FOR HOURLY AND/OR FIXED FEES., RESEARCH FINANCIAL STRATEGIES, 90% MD. 5.) 6319 Crested Eagle Lane Rental Property. Not investment related. 6319 Crested Eagle Lane, Nokomis, FL. Rental Property. 50/50 owner with spouse. Start March 2022. 1hr/mo. 0 hours during trading. Per revised lease, the rental property will be managed by myself and my wife. The tenant has assumed responsibility for repairs and maintenance. Rental payments will be made via direct deposit into our joint checking account 6.) No More MPT! LLC. 2273 Research Blvd Suite 101 Rockville MD 20850. Not investment related. Teaching and coaching class and website for professional advisors with licenses only. Owner of LLC. Monthly subscription fee. 20 hours month/ 5 during trading. Host weekly meetings, post content to website and answer questions from students. 7.) 6279 Crested Eagle Lane Rental Property 2. Not investment related 3. Address in itme 1 4. Single Family house rental property 5. 50/50 owner with spouse 6. 5/1/2024 7. 1 hr/mo 8. 0 hrs during trading 9. Rental property will be managed by myself & my wife. We will communicate with the renter re: repairs & maintenance & direct a contractor to do the work. Rental payments will be made via direct deposit into our join checking account. 8.) Reutemann Financial Florida Inc. Investment Related. 14671 Hidden Sawgrass Path Nokomis, FL 34275. Management Service. CEO. 1/2025. 160. 130. Investment Management Services. 9.) Author. Non-Investment Related. 14671 Hidden Sawgrass path Nokomis, FL 34275. Writer/Book. Author. 9/2025. 3. 0. Author of book. 10.) Republican Capitalists of America. Not investment related. At registered location. Political advocacy. Founder. Start date: 07/2026. 10 hrs/month; none during trading hours. Posting comments, articles, and interviews on website.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-06
S63 Uniform Securities Agent State Law Examination 1986-11-25
  • S65 Uniform Investment Adviser Law Examination
    1993-05-06
  • S63 Uniform Securities Agent State Law Examination
    1986-11-25
Designations
Other Names
  • Jack Reutemann
  • Jack Reutemann
  • John Reutemann

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