Yvonne
Reitemeyer

Vicus Capital, Inc

CRD#5295582
Investment Advisor
in Stroudsburg, PA

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About this Advisor

Yvonne Reitemeyer is a financial advisor based in Stroudsburg, Pennsylvania, working with Vicus Capital, Inc. Yvonne has previously held positions at Frailey Insurance And Financial Services, Cetera Advisor Networks, Vicus Capital, Inc, and Frm Financial Group. Yvonne has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Yvonne is part of Vicus Capital, Inc, which operates out of Stroudsburg, Pennsylvania. The firm has 40 offices and 87 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vicus Capital, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1286 N 9Th St
Stroudsburg, PA 18360

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,254,526,552

PA Average: $15,833,994,310
Total Number of Employees

87

PA Average: 41
Total Number of Accounts

8,430

PA Average: 3,342
Average Account Size

$267,441

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Yvonne Reitemeyer Work History

2021 - Present (4 years)

Frm Financial Group

2019 - Present (6 years)

Cetera Advisor Networks

2019 - Present (6 years)

Vicus Capital, Inc

2020 - 2020 (< 1 year)

Frm Financial Group

2011 - 2023 (12 years)

Frailey Insurance And Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Yvonne Reitemeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vicus Capital, Inc

Meghan Kelly
Rochester, NY
Kelly Burger
State College, PA
Adam Brubaker
Columbia, MD
Amy Sanor
State College, PA
Andrew Kern
Camp Hill, PA
Robert Hinson
State College, PA
Jeffery Closz
State College, PA
Justin Blankenship
State College, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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