Katelynn Reese has been CCO of Retirement Financial Group since July 2022, is not listed as a control person, but directly owns under 5% of the firm. Katelynn Reese holds an MBA from Methodist University, a B.S. in Accounting from Methodist University and a B.S. in Health Care Administration from Methodist University.
Retirement Financial Group, LLC is a Beaumont, TX firm with $186M under management, 440 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Katelynn Reese is Chief Compliance Officer and Investment Adviser Representative of Retirement Financial Group, LLC, a role she has held since May 2022. Before that, she worked as an HR Specialist in the U.S. Army from 2012 to 2022.
- – present · 1 yearBeaumont, TX · Adviser representative · Firm CRD 322692
Investment adviser representative registrations
Katelynn Reese is registered as an investment adviser representative in Texas, since June 2025.
- TexasSince 24 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Katelynn Makenzie Reese
- CRD
- 7597610
- Firm
- Retirement Financial Group · CRD 322692
- Role
- CCO
- Office
- 1090 LONGFELLOW DR., Beaumont, TX 77706
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rfgtex.com
Where does Katelynn Reese work?
Katelynn Reese has been CCO of Retirement Financial Group, LLC since July 2022.
Is Katelynn Reese a financial advisor?
Yes. Katelynn Reese has a current investment-adviser registration in Texas, through Retirement Financial Group since June 2025.
How many years of experience does Katelynn Reese have?
Katelynn Reese has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Katelynn Reese passed?
Katelynn Reese passed the Series 65 in June 2025.
Where is Katelynn Reese based?
Katelynn Reese’s registered office is in Beaumont, TX.
Is Katelynn Reese registered with FINRA?
No. Katelynn Reese has no current broker registration.
How can I verify Katelynn Reese’s record?
Search CRD 7597610 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katelynn Reese’s full registration record.