Rea Wealth Management
Rea Wealth Management is a wealth management organization that believes in the power of planning now for what lies ahead. Whether you're just getting started or planning for retirement, we help you make sound financial decisions at every stage of your life. Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser. Additional Advisory services through Rea Wealth Management, a Registered Investment Adviser and Fixed Insurance products and services are separate from and not offered through Commonwealth. Rea Wealth Management, 419 West High Avenue, New Philadelphia, OH 44663-0309. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: The advisors at Rea Wealth Management develop, implement, and monitor customized financial plans designed to help affluent individuals and families pursue their financial goals. Open for more than 25 years of business, with 5 offices, and a staff with over 395 years of combined financial services industry experience, Rea Wealth Management is honored to be a significant partner helping clients protect existing assets and successfully pursue financial goals. In addition to our client relationships, we are a valued partner and destination for those financial professionals looking for a committed team of operational leadership to organize, simplify and help you do what you do best.
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Verified contacts
9
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- HM
Heather Milburn
Compliance & Operations Manager · Legal
EmailPhone - CO
Cale Ogi
Financial Advisor · Finance & Accounting
EmailPhone - DF
Doug Feller
Cfa, Cfp · Other
EmailPhone
Showing 3 of 9 verified contacts
Top roles at Rea Wealth Management
5 distinct titles indexed · top 5 shown.
- 2financial advisor
- 1cfa, cfp
- 1compliance & operations manager
- 1investment advisor representative
- 1partner
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