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CCO · Retirement Financial Group, LLC

Katelynn M. Reese

CRD 7597610 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirement Financial Group, LLC, an SEC-registered wealth manager based in Beaumont, TX with $186 million in regulatory assets, lists Katelynn M. Reese on its Form ADV as CCO.

Firms and roles

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Katelynn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katelynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.