Ann Rieder, Cfp®
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Ann Rieder, Cfp® Email & Phone Number

President and Founder at Regatta Wealth Management, LLC
Location: Greater Chicago Area, United States 6 work roles 1 school
1 work email found @hightoweradvisors.com 3 phones found area 415 and 925 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email a****@hightoweradvisors.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Regatta Wealth Management, LLC
Role
President and Founder
Location
Greater Chicago Area, United States
Company size
717 employees

Who is Ann Rieder, Cfp®? Overview

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Quick answer

Ann Rieder, Cfp® is listed as President and Founder at Regatta Wealth Management, LLC, a with 717 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at hightoweradvisors.com, phone signal with area code 415, 925, and a matched LinkedIn profile for Ann Rieder, Cfp®.

Ann Rieder, Cfp® previously worked as NFL Registered Player Financial Advisor at Nfl Players Association and President & Founder at Regatta Wealth Management, Llc. Ann Rieder, Cfp® holds Bachelor Of Arts (B.A.), Economics And Political Science from Drake University.

Company email context

Email format at Regatta Wealth Management, LLC

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*@hightoweradvisors.com
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AeroLeads found 1 current-domain work email signal for Ann Rieder, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Ann Rieder, Cfp®

Regatta Wealth Management LLC was founded with a vision to combine strategic investment management with a personalized approach to financial planning. Our mission is to be a trusted advisor to individuals, families, trusts, estates, charitable organizations and businesses. With each client we organize and set financial objectives, develop wealth accumulation/retirement income strategies, create and implement an investment program and conduct on-going reviews. It is through this process that we can seek to manage risk, invest with discipline and ultimately preserve and help protect investment assets.For full disclosure, please click on website link in Contact and Personal info.Financial Advisor with securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.10 E SCRANTON AVE STE 301 BLAKE BLUFF, IL 60044

Current workplace

Ann Rieder, Cfp®'s current company

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Regatta Wealth Management, LLC
Regatta Wealth Management, Llc
President and Founder
Chicago, IL, US
Website
nflpa.com
Employees
717
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Company profile
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6 roles · 5 years

Ann Rieder, Cfp® work experience

A career timeline built from the work history available for this profile.

President & Founder

Current
Regatta Wealth Management, Llc

Lake Bluff, Il

Work with clients to build wealth through effective portfolio management and smart wealth managment techniques. Through a consultative approach, we focus on intergenerational wealth transfer, facilitating the transition of values, ideals, and wealth from one generation to the next.

Aug 2015 - Present

Managing Director And Certified Financial Planner™

Vennwell Llc

Lake Forest, Il

As a Managing Director and Certified Financial Planner™, I advised clients in a fiduciary capacity.

Jan 2014 - Aug 2015

Managing Director, Partner

Hightower

Greater Chicago Area

As a Managing Director and Partner, I advised clients in a fiduciary capacity.

Oct 2011 - Dec 2013

Senior Vice President, Branch Manager

Morgan Stanley Smith Barney

Senior Vice President, Branch Manager Oakbrook Terrace, ILOct 2009 - Oct 2011 • 2 yearsLed and managed a top Private Client & Corporate Services branch.Senior Vice President, Branch ManagerSmith BarneyOrland Park, ILOct 2006 - Oct 2009 • 3 years Led and managed a top Private Client Services branch.First Vice President, Sales ManagerSmith BarneySan Francisco, CAMay 2004 - Oct 2006 • 2 years, 6 monthsTop 10 Smith Barney branch nationwide. First Vice President, National Training OfficerSmith BarneyHartford, CTMay 2002 - May 2004 • 2 years Developed and delivered a wide range of curriculum for thousands of Financial Advisors nationwide.First Vice President, Financial AdvisorSmith BarneyDes Moines, IAOct 1996 - May 2002 • 5 years, 8 months

Oct 1996 - Oct 2011
Team & coworkers

Colleagues at Regatta Wealth Management, LLC

Other employees you can reach at nflpa.com. View company contacts for 717 employees →

DH Dana Hammonds Shuler Dana Hammonds Shuler Colleague at Regatta Wealth Management, LlcWashington, District Of Columbia, United States View → CD Chelsea D. Townsend, Esq. Chelsea D. Townsend, Esq. Colleague at Regatta Wealth Management, LlcRaleigh, North Carolina, United States View → HM Harold Mobley Harold Mobley Colleague at Regatta Wealth Management, LlcLos Angeles Metropolitan Area, United States View → MB Michael Brockers Michael Brockers Colleague at Regatta Wealth Management, LlcSt Charles, Missouri, United States View → WW Willis Whalen, Ms Willis Whalen, Ms Colleague at Regatta Wealth Management, LlcAldie, Virginia, United States View → DW Dj Williams Dj Williams Colleague at Regatta Wealth Management, LlcLittle Rock, Arkansas, United States View → SH Sean Hendler Sean Hendler Colleague at Regatta Wealth Management, LlcHenderson, Nevada, United States View → RH Roderick Henderson Roderick Henderson Colleague at Regatta Wealth Management, LlcMontgomery, Alabama, United States View → DD Dave Desrochers Dave Desrochers Colleague at Regatta Wealth Management, LlcMission Viejo, California, United States View → RS Rodney Stewart Rodney Stewart Colleague at Regatta Wealth Management, LlcWesterville, Ohio, United States View →
1 education record

Ann Rieder, Cfp® education

FAQ

Frequently asked questions about Ann Rieder, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ann Rieder, Cfp® work for?

Ann Rieder, Cfp® works for Regatta Wealth Management, LLC.

What is Ann Rieder, Cfp®'s role at Regatta Wealth Management, LLC?

Ann Rieder, Cfp® is listed as President and Founder at Regatta Wealth Management, LLC.

What is Ann Rieder, Cfp®'s email address?

AeroLeads has found 1 work email signal at @hightoweradvisors.com for Ann Rieder, Cfp® at Regatta Wealth Management, LLC.

What is Ann Rieder, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 415, 925 for Ann Rieder, Cfp® at Regatta Wealth Management, LLC.

Where is Ann Rieder, Cfp® based?

Ann Rieder, Cfp® is based in Greater Chicago Area, United States while working with Regatta Wealth Management, LLC.

What companies has Ann Rieder, Cfp® worked for?

Ann Rieder, Cfp® has worked for Regatta Wealth Management, Llc, Nfl Players Association, Vennwell Llc, Hightower, and Morgan Stanley Smith Barney.

Who are Ann Rieder, Cfp®'s colleagues at Regatta Wealth Management, LLC?

Ann Rieder, Cfp®'s colleagues at Regatta Wealth Management, LLC include Dana Hammonds Shuler, Chelsea D. Townsend, Esq., Harold Mobley, Michael Brockers, and Willis Whalen, Ms.

How can I contact Ann Rieder, Cfp®?

You can use AeroLeads to view verified contact signals for Ann Rieder, Cfp® at Regatta Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Ann Rieder, Cfp® attend?

Ann Rieder, Cfp® holds Bachelor Of Arts (B.A.), Economics And Political Science from Drake University.

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