Tim Reis

CEO / Founder / Advisor

Tim Reis started working in the financial services industry for a fraternal insurance company at the age of 20 assisting people with their retirement and insurance needs. In 1993, he founded Reis Financial Services LLC. Since then, Tim has helped hundreds of people with financial, investment, retirement, tax, and estate planning.

Tim is continually learning by attending  many financial conferences and collaborating with successful advisors from around the world, along with belonging to The Pinnacle Study Group and The Trailblazer Study Group, which he founded.

He particularly enjoys helping people plan their futures and achieve their goals and dreams. Tim is friendly, knowledgeable, and is concerned about his clients’ best interests.

He enjoys traveling, boating, attending Packer games, & spending time with his 3 daughters. 

Tim is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:

  • Investment Advisor Representative of Woodbury Financial Services since 1993                                                                  
    • Series 6, 7, 63, and 65 securities registrations
    • Life, Health, and Accident insurance licenses
  • Life Underwriter Training Council Fellow (LUTCF)                                                                                 
    • Graduate of the American College
  • National Association of Insurance and Financial Advisors (NAIFA) 
  • Financial Planning Association (FPA)  
  • Financial Services Institute (FSI) 
  • Million Dollar Round Table (MDRT)* 
  • MDRT's Top of the Table* 
  • Forum 400* 
  • Strategic Coach Program
  • Advanced Association of Life Underwriters (AALU) 
  • The Trailblazers Study Group
  • West Bend Noon Rotary
  • West Bend Chamber of Commerce

    * Membership is based on minimum commission and gross business generated within a year. Members must apply every year to continue their affiliation.
Phone 262.338.0018
Fax 262.338.0019