Regatta Wealth Management

Wealth Management

Financial Planning &
Investment Management

Strategic Investment Management with a Personalized Approach to Financial Planning

Regatta Wealth Management

10 E. Scranton Ave.
Suite 301B
Lake Bluff, IL 60044
regattawm.com
Ann Rieder CFP®
Financial Advisor
Office: 847.604.4940
Mobile: 415.517.2276
E-mail: ann@regattawm.com
Susan L. Kelsey
Investment Advisor Representative
Office: 847.604.3924
Mobile: 312.213.6616
E-mail: susan@regattawm.com

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and registered investment adviser. Regatta Wealth Management and Cetera Advisors LLC are separate entities.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Important information

Business Continuity Plan

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