Covered Bridge Wealth Management

847-562-5417 michael.reimann@covbridgewm.com

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, pursue your financial goals and suit your risk tolerance. My goal is to prepare your portfolio for all market conditions and regularly review and adapt your strategy as your life changes. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you.

Years of Experience - 32

Areas of focus

Saving for Education
Investments
Retirement Planning Strategies
Retirement Income Strategies
Family Finances
Employee Stock Options

Qualifications

Series 7 - General Securities Representative License
Series 8 - General Securities Sales Supervisor License
Series 24 - General Securities Principal License
Series 31 - Futures Managed Funds License
Series 65 - Uniform Investment Advisor License
RICP - Retirement Income Certified Professional

Education

Western Illinois University, Business Administration, Finance, 1993

Awards & recognition

Five Star Wealth Manager, 2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026

Professional associations

Legacy Wealth
Running in Business
Team in Training
Triathletes in Business
WIU Alumni Group

Previous experience

Financial Advisor/ Franchise Owner – Ameriprise Financial, 2007-2023
Second Vice President - Smith Barney, 2001-2007
Financial Advisor - Olde Discount, 1994-2001

Community participation

Team In Training - Leukemia and Lymphoma Society
American Cancer Society

Interests

Spending time with my wife, son, and daughter
Running marathons, 1/2 marathons, and other longer distances
Triathlons, IronMans, Olympic, and Sprint distances