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Cory Reckard

Advisor at Reckard CPA Advisors, LLC

Updated today

Location

Poneto, IN

Credentials

Series 63, Series 65

Industry experience

14 years

About

Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.

Client services

Based on Reckard CPA Advisors, LLC

Solicit business for another ia's asset mgmt services

Expertise

Based on Reckard CPA Advisors, LLC

Wealth management

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Fee options

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.00%

Other

Fee-only: Referral fees paid by clients to Atlas Capital Management Corp; Reckard CPA Advisors receives 50% of these fees.

Location

Poneto, IN

Most active in

Indiana · Ohio

Work history

H&R Block / Block Advisors

2024 - 2025 (1 year)

Emshwiller Scheer Accountancy Co DBA Emshwiller & Emshwiller

2019 - 2023 (4 years)

Reckard CPA Group

2017 - Present (9 years)

Cory R Reckard, CPA

2001 - 2024 (23 years)

Disclosures

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

Business activities & affiliations

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