Ashley Reiter has been an investment adviser representative at Great River Financial since September 2026, and is not listed among the firm’s executive officers or direct owners.
Great River Financial LLC is a Plymouth, MN firm with $202M under management, 136 clients and 3 advisers in one office, as of its September 2026 filing.
Ashley Reiter is Senior Financial Planner of Great River Financial, based in Plymouth, Minnesota. Reiter started her career in journalism and has spent more than 15 years working alongside clients as an advisor at firms across the country.
Ashley Reiter’s longest registration was 2 years at GW Financial (2022–2024). Before joining Great River Financial in 2026, Ashley Reiter was registered through Strategic Blueprint, LLC and Merino Wealth Management.
- Great River FinancialCurrent– present · under a yearPlymouth, MN · Adviser representative · Firm CRD 314172
- Strategic Blueprint, LLC– · under a yearMelville, NY · Adviser representative · Firm CRD 284840
- Merino Wealth Management– · under a yearAndover, MN · Adviser representative · Firm CRD 317535
- Advanced Planning Collective– · 1 yearAndover, MN · Adviser representative · Firm CRD 329248
- GW Financial– · 2 yearsAndover, MN · Adviser representative · Firm CRD 110478
- Grove Street Fiduciary, LLC– · 1 yearPeterborough, NH · Adviser representative · Firm CRD 107703
- Jnba Financial Advisors Inc– · under a yearBloomington, MN · Adviser representative · Firm CRD 106550
- BGM Wealth Partners– · 1 yearBloomington, MN · Adviser representative · Firm CRD 110483
Professional designations
Listed by Great River Financial
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Ashley Reiter is registered as an investment adviser representative in Minnesota, since September 2026.
- MinnesotaSince 8 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 20 October 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 2010 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ashley Lynn Reiter
- CRD
- 5713934
- Firm
- Great River Financial · CRD 314172
- Office
- 9800 SHELARD PKWY, SUITE 113, Plymouth, MN 55441
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greatriverfinancial.com
Where does Ashley Reiter work?
Ashley Reiter is an investment adviser representative registered through Great River Financial LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Reiter a financial advisor?
Yes. Ashley Reiter has a current investment-adviser registration in Minnesota, through Great River Financial since September 2026.
How many years of experience does Ashley Reiter have?
Ashley Reiter has 7 years in the financial industry, since December 2018, across 8 adviser firms.
What exams has Ashley Reiter passed?
Ashley Reiter has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in September 2010.
Where did Ashley Reiter work before Great River Financial?
Before Great River Financial, Ashley Reiter was registered through Strategic Blueprint, LLC, September 2025 to August 2026; Merino Wealth Management, March 2025 to November 2025; Advanced Planning Collective, March 2024 to December 2025; GW Financial, April 2022 to November 2024; Grove Street Fiduciary, LLC, September 2019 to July 2021; Jnba Financial Advisors Inc, February 2019 to July 2019; BGM Wealth Partners, January 2018 to February 2019.
Where is Ashley Reiter based?
Ashley Reiter’s registered office is in Plymouth, MN.
Is Ashley Reiter registered with FINRA?
No. Ashley Reiter has no current broker registration.
Is Ashley Reiter a CFP?
Great River Financial lists Ashley Reiter with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ashley Reiter’s record?
Search CRD 5713934 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Reiter’s full registration record.
