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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Ashley Lynn Reiter

Advisor at GREAT RIVER FINANCIAL

PLYMOUTH, MN

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Search this name across graphsid dfx:ria:d70f91a5-5e33-3bc3-4624-1a046ce171ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Jan 6, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREAT RIVER FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 28, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 28, 2010
First registration: Jan 6, 2018
Dual registered: no
Other names: ASHLEY LYNN REITER|ASHLEY LYNN REITER|ASHLEY LYNN GIPSON
IAPD individual key: 5713934

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREAT RIVER FINANCIAL	Independent wealth	Sep 8, 2026	n/a	yes	PLYMOUTH, MN	Current employment
STRATEGIC BLUEPRINT, LLC	Independent wealth	Sep 16, 2025	Aug 14, 2026	no	Jericho, NY\|Melville, NY	Previous registration
MERINO WEALTH MANAGEMENT	State registered	Mar 8, 2025	Nov 3, 2025	no	Andover, MN\|GLENVIEW, IL	Previous registration
ADVANCED PLANNING COLLECTIVE	n/a	Dec 31, 2024	Dec 31, 2025	no	ANDOVER, MN	Previous registration
ADVANCED PLANNING COLLECTIVE	n/a	Mar 28, 2024	Dec 31, 2024	no	ANDOVER, MN	Previous registration
GREAT RIVER FINANCIAL	Independent wealth	Jul 10, 2023	Sep 1, 2025	no	PLYMOUTH, MN	Previous registration
GW FINANCIAL	Independent wealth	Apr 5, 2022	Nov 12, 2024	no	Andover, MN\|RENO, NV	Previous registration
GROVE STREET FIDUCIARY, LLC	Independent wealth	Sep 17, 2019	Jul 15, 2021	no	PETERBOROUGH, NH	Previous registration
JNBA FINANCIAL ADVISORS, LLC	Independent wealth	Feb 12, 2019	Jul 29, 2019	no	BLOOMINGTON, MN	Previous registration
BGM WEALTH MANAGEMENT	Independent wealth	Jan 6, 2018	Feb 10, 2019	no	BLOOMINGTON, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC BLUEPRINT, LLC	GREAT RIVER FINANCIAL	Aug 14, 2026	Sep 8, 2026	25	Firm change	RIA to RIA
ADVANCED PLANNING COLLECTIVE	MERINO WEALTH MANAGEMENT	Dec 31, 2025	Mar 8, 2025	-298	Firm change after gap	Other
MERINO WEALTH MANAGEMENT	STRATEGIC BLUEPRINT, LLC	Nov 3, 2025	Sep 16, 2025	-48	Firm change after gap	Other
GREAT RIVER FINANCIAL	ADVANCED PLANNING COLLECTIVE	Sep 1, 2025	Mar 28, 2024	-522	Firm change after gap	Other
GW FINANCIAL	GREAT RIVER FINANCIAL	Nov 12, 2024	Jul 10, 2023	-491	Firm change after gap	RIA to RIA
GROVE STREET FIDUCIARY, LLC	GW FINANCIAL	Jul 15, 2021	Apr 5, 2022	264	Firm change	RIA to RIA
JNBA FINANCIAL ADVISORS, LLC	GROVE STREET FIDUCIARY, LLC	Jul 29, 2019	Sep 17, 2019	50	Firm change	RIA to RIA
BGM WEALTH MANAGEMENT	JNBA FINANCIAL ADVISORS, LLC	Feb 10, 2019	Feb 12, 2019	2	Firm change	RIA to RIA

Relationships

Registered with (8)

→ GREAT RIVER FINANCIALRegistered adviserregistration: previous registration
Jul 10, 2023 to Sep 1, 2025factForm ADV
→ STRATEGIC BLUEPRINT, LLCRegistered adviserregistration: previous registration
Sep 16, 2025 to Aug 14, 2026factForm ADV
→ ADVANCED PLANNING COLLECTIVERegistered adviserregistration: previous registration
Dec 31, 2024 to Dec 31, 2025factForm ADV
→ MERINO WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 8, 2025 to Nov 3, 2025factForm ADV
→ GW FINANCIALRegistered adviserregistration: previous registration
Apr 5, 2022 to Nov 12, 2024factForm ADV
→ GROVE STREET FIDUCIARY, LLCRegistered adviserregistration: previous registration
Sep 17, 2019 to Jul 15, 2021factForm ADV
→ JNBA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 12, 2019 to Jul 29, 2019factForm ADV
→ BGM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 6, 2018 to Feb 10, 2019factForm ADV

Dated events

Occurred
Aug 14, 2026
Advisor changed firm
Ashley Lynn Reiter left Strategic Blueprint, Llc for Great River Financial (registered 2026-09-08)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Ashley Lynn Reiter left Advanced Planning Collective for Merino Wealth Management (registered 2025-03-08)
Form ADVobserved 5 days ago
Occurred
Nov 3, 2025
Advisor changed firm
Ashley Lynn Reiter left Merino Wealth Management for Strategic Blueprint, Llc (registered 2025-09-16)
Form ADVobserved 5 days ago
Occurred
Sep 1, 2025
Advisor changed firm
Ashley Lynn Reiter left Great River Financial for Advanced Planning Collective (registered 2024-03-28)
Form ADVobserved 5 days ago
Occurred
Nov 12, 2024
Advisor changed firm
Ashley Lynn Reiter left Gw Financial for Great River Financial (registered 2023-07-10)
Form ADVobserved 5 days ago