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Cherisse Reumont

Advisor at First Command Advisory Services — Belcamp, MD

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Belcamp, MD 21017

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,034

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Cherisse Reumont is a financial advisor at First Command Advisory Services with nine years of industry experience and holds Series 63 and Series 65 licenses. Her background includes roles at the Small Business Administration and multiple First Command entities. Outside of financial advising, she works as a fragrance freelancer for Christian Dior and serves as treasurer for Channel of Grace Worship Center, overseeing its financial operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring model portfolios managed centrally by an Investment Management Team.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young Professionals

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Fee options

Percentage

$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Belcamp, MD

4690 Millennium Dr, Suite 401

Belcamp MD 21017

Advisors at this office

2

Most active in

Maryland

Work history

9 years of industry experience

First Command Brokerage Services, Inc.

2025 - Present • 1 year

Fort Worth, TX

First Command Advisory Services, Inc.

2025 - Present • 1 year

Fort Worth, TX

First Command Insurance Services, Inc.

2025 - Present • 1 year

Fort Worth, TX

First Command Advisory Services, Inc.

2024 - 2025 • 1 year

Fort Worth, TX

Small Business Administration

2020 - 2025 • 5 years

Catonsville, MD

Cherisse Reumont - Sole Proprietor

2018 - 2025 • 7 years

Catonsville, MD

Honeyvest LLC

2018 - 2022 • 4 years

Catonsville, MD

Securian Financial Services, INc.

2017 - 2018 • 1 year

Towson, MD

Securian Financial Services INC

2017 - 2018 • 1 year

St Paul, MN

Minnesota LIfe Insurance CO

2017 - 2018 • 1 year

St Paul, MN

First command Insurance Services

2016 - 2016 • 1 year

Annapolis, MD

First Command Advisory Services

2016 - 2016 • 1 year

Fort Worth, TX

First Command FInancial Planning Inc

2016 - 2016 • 1 year

Annapolis, MD

Christian Dior

2014 - Present • 12 years

Columbia, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeff J

CFP®, ChFC®, Series 63, Series 65, CLU®, Series 6, Series 7

Forest Hill, MD

Chesapeake Financial Planners

Jeff Judge, CFP®, ChFC®, CLU®, AEP®, is Managing Partner of Chesapeake Financial Planners in Forest Hill, Maryland. He helps families, executives, and business owners navigate retirement, business exit, equity compensation, tax, and estate planning through the firm's proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals. A 2005 graduate of Goucher College, Jeff began his career in regional and national banks before joining MetLife in 2011 and founding his first firm a year later. He co-founded Chesapeake Financial Planners with Mark Rossbach, CPA, in 2017. Jeff is a Kiplinger contributor, a Five Star Wealth Manager (2017–2026), and an NAEPC-affiliated estate planner. He leads financial-literacy workshops for Fortune 500 and mid-sized employers across the Mid-Atlantic. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services through Great Valley Advisor Group, a separate RIA. Jeff lives in Forest Hill with his family.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Technology Professional Executive HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Divorced Women Women Business Owners
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Timothy C

CFP®

Bel Air, MD

Curran & Company Wealth Advisory

Timothy Curran is a CFP® professional affiliated with Curran & Company Wealth Advisory in Bel Air, MD. He has been with Curran & Company, LLC since 2015 and with Curran Wealth Advisory, LLC since 2026. Curran & Company Wealth Advisory provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses, integrating tax and accounting services through an affiliated firm. The firm’s investment approach focuses on long-term, fundamental analysis and diversified portfolios using low-cost mutual funds and ETFs, with oversight of third-party independent managers.

Wealth management Tax-loss harvesting
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Graeme W

ChFC®, Series 63, Series 65

Forest Hilll, MD

G.S. Woods Wealth Management

Graeme Woods is the principal advisor at G.S. Woods Wealth Management, holding the ChFC® designation and Series 63 and 65 licenses, with 16 years of industry experience. His background includes roles at eXp Commercial and Finalis Securities, among others. Outside of advisory work, he is CEO of Multi Arbitrage Capital Solutions, where he consults business owners on risk management and develops related software. G.S. Woods Wealth Management serves individuals, families, small businesses, professionals, charitable organizations, and employee benefit plans, providing financial planning, insurance advice, business consulting, and pension consulting. The firm employs a goals-based planning approach, refers clients to third-party asset managers, and offers services including an AI-based budgeting tool and discounted consultations for veterans and first responders.

Debt management Cash flow / budgeting Disability insurance College savings (529s, UTMA, etc.) Concentrated stock management Military & Veterans Founder/Business Owner Values-based investing
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Christopher Y

Series 66

Forest Hill, MD

Honeygo Financial

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

Retirement income strategy Social Security optimization General tax planning Charitable giving tax strategies College savings (529s, UTMA, etc.)

Ryan T

CFP®

Bel Air, MD

Town Capital

If you are analytical, love details, and have higher standards and expectations for your financial advisor, we should talk. Our service model is high touch, very personalized, and as detailed oriented as you can get. We specialize heavily in retirement income planning and customization. We also pride ourselves in our very in depth, proactive tax planning. We are veteran-owned, real fiduciaries, and would love the opportunity to show you what we can do.

General retirement planning Engineering Professional Scientific Professional Baby Boomers (Born 1946-1964)
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Antoine O

Series 63, Series 65

Nottingham, MD

Plancorr Wealth Management, LLC

Antoine Orr is the sole advisor at Plancorr Wealth Management, LLC in Nottingham, MD, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Plancorr Wealth Management since 2008 and has operated as a self-employed insurance agent since 1998, dedicating significant time to his independent insurance services. Plancorr Wealth Management provides fee-only financial consulting and personalized planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes detailed analyses including investment portfolio cost-benefit and risk management, retirement income planning, and insurance reviews, delivering advice through consultations and written reports without taking custody of client assets.

Life insurance needs analysis Long-term care insurance Annuities Cash flow / budgeting Retirement income strategy
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