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President, Chief Executive Officer and Chief Compliance Officer · REI Wealth Management

Raymond E. Ifert

CRD 4362205 · Named on Form ADV at one SEC-registered adviser

At a glance

REI Wealth Management, an SEC-registered wealth manager with $197 million in regulatory assets, lists Raymond E. Ifert on its Form ADV as President, Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • REI Wealth ManagementPresident, Chief Executive Officer and Chief Compliance OfficerWealth manager · United States · $197M in regulatory assets

AtlasMembers

Raymond’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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