Richard Eugene Wible

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2005 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 04/2014 → Present
  Financial Planning Strategies, Llc
  Lewisburg, OR
• 07/2012 → Present
  Rew Foundation
  Milton, PA
• 04/2014 → Present
  Financial Planning Strategies, Llc
  Lewisburg, PA
• 07/2016 → Present
  Members Only Cigar
  Milton, PA
• 11/2005 → Present
  Rew Insurance & Financial Services, Llc/Rew Financial
  Lewisburg, PA
• 01/2019 → Present
  Lewisburg Sunset Community Foundation
  Lewisburg, PA
• 11/2005 → Present
  Rew Insurance & Financial Services, Llc/Rew Financial
  Milton, PA
• 09/2023 → Present
  Richard E Wible
  Milton, PA

Other Businesses

1.) REW INSURANCE & FINANCIAL SERVICES, LLC/REW FINANCIAL - PRESIDENT - NON-VARIABLE INSURANCE - MILTON, PA - SINCE 11/2005 - INVESTMENT RELATED 2.) LEWISBURG SUNSET COMMUNITY FOUNDATION - DIRECTOR - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - LEWISBURG, PA - SINCE 01/2019 - NOT INVESTMENT RELATED 3.) MEMBERS ONLY CIGAR - OWNER - LLC FILED TO RETAIL CIGARS - MILTON, PA - SINCE 07/2016 - NOT INVESTMENT RELATED 4.) FINANCIAL PLANNING STRATEGIES, LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - LEWISBURG, PA - SINCE 04/2014 - NOT INVESTMENT RELATED 5.) REW FINANCIAL - PRESIDENT AND OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - MILTON, PA - SINCE 08/2012 - INVESTMENT RELATED 6.) REW PRIVATE WEALTH MANAGEMENT - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - MILTON, PA - SINCE 04/2023 - INVESTMENT RELATED 7.) RICHARD E WIBLE - PROPERTY OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MILTON, PA - SINCE 09/2023 - INVESTMENT RELATED 8.) REW PRIVATE WEALTH MANAGEMENT - DBA Name for Marketing Purposes Only - Milton PA - Since 04/10/2023 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-04
• S63 Uniform Securities Agent State Law Examination
  1999-02-16

Other Names

• Rick Wible