Cory Reckard, financial advisor Poneto IN

Cory Reckard

CRD Number: 4310889
Current Firm: Reckard Cpa Advisors, LLC

Cory Reckard (CRD# 4310889) is an Investment Advisor Representative working at Reckard Cpa Advisors, LLC in Poneto, IN and has over 23 years of experience in the finance industry.

Similar Advisors
Annette Alexander, financial advisor Poneto IN
Annette R. Alexander
CRD# 4128137
Osaic Wealth, Inc.
Similar Advisors
Bryan Alexander, financial advisor Poneto IN
Bryan K. Alexander
CRD# 2293786
Capital Cities Investments
Similar Advisors
David Andersen, financial advisor Poneto IN
David M. Andersen
CRD# 3175609
J.p. Morgan Securities LLC
Company Name Location Dates Years
H&r Block / Block Advisors Bluffton, IN Jan 2024 - Current < 1
Guardian Life Insurance Co Of America Monroe, IN May 2008 - Current 15
Park Avenue Securities LLC Monroe, IN May 2008 - Current 15
Emshwiller Scheer Accountancy Co Dba Emshwiller & Emshwiller Bluffton, IN Aug 2019 - Dec 2023 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Cory R. Reckard
Phone Number: 260-402-1097
Registered State(s):
  • IN
  • OH
Current Firm Details
Reckard Cpa Advisors, LLC
Firm's CRD Number: 289768
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

IN, OH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.