Inactive

Manuel Weinreich

F5 Financial Planning, L.L.C.

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Current Employers

F5 Financial Planning, L.L.C.

Naperville, IL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-28

FL RA
APPROVED

Since 2026-07-28

Branch Locations

Riverview, FL • 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

Organization	City	State	From	To
F5 Financial Planning, Llc	Venice	FL	06/2026	Present
Nivati	South Jordan	UT	10/2025	04/2026
Perkins	Portland	OR	05/2023	02/2025
Jacobs	Tampa	FL	04/2022	05/2023
Social 27	Redmond	WA	08/2021	02/2022
Unemployed	Riverview	FL	02/2025	10/2025
Unemployed	Simi Valley	CA	06/2016	08/2021

06/2026 → Present

F5 Financial Planning, Llc

Venice, FL
10/2025 → 04/2026

Nivati

South Jordan, UT
05/2023 → 02/2025

Perkins

Portland, OR
04/2022 → 05/2023

Jacobs

Tampa, FL
08/2021 → 02/2022

Social 27

Redmond, WA
02/2025 → 10/2025

Unemployed

Riverview, FL
06/2016 → 08/2021

Unemployed

Simi Valley, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-20
S63	Uniform Securities Agent State Law Examination	2006-08-23

S65 Uniform Investment Adviser Law Examination

2023-03-20
S63 Uniform Securities Agent State Law Examination

2006-08-23

Designations

View on SEC IAPD

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