A complete list of active advisors currently associated with Walter J. Reyna, Inc.

Warmer can help you find a great advisor at Walter J. Reyna, Inc. or one who fits your needs even better.

Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, modular financial planning, and pension consulting to individuals, high‑net‑worth clients, trusts, and retirement plans. The firm manages roughly $74.8 million across several hundred accounts and delivers ongoing portfolio monitoring, reports, and advisory services billed on a percentage‑of‑AUM or hourly basis for consulting work. The firm’s investment process is fundamentally driven and risk‑focused, employing a tactical, seasonal approach that shifts between heavier equity exposure and heavier fixed‑income exposure roughly five to seven months of the year. Portfolios primarily use exchange‑traded funds for cost efficiency, with mutual funds and individual securities used when warranted, and Reyna provides both ongoing rebalancing and the option to operate under discretionary authority. What is distinctive is the firm’s combination of roles: its investment adviser representatives are also registered representatives of a broker‑dealer (JW Cole Financial) and hold insurance licenses, and they may receive commissions, 12b‑1 fees, and insurance compensation that can offset advisory fees. The brochure discloses these dual registrations, the potential conflicts of interest they create, and the firm’s compliance procedures (including a Code of Ethics and trade‑preclearance) to monitor personal trading and disclosures, a configuration that is less common among similar supported firms.

To learn more about the advisors currently working at Walter J. Reyna, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.