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Financial ServicesWealth Management✓ Verified
Wauchula, Hardee County
Last verified: Thursday, October 22, 2026
Reichel Financial — Matthew J. 'Matt' Reichel, CPA (LPL Financial LLC — Wauchula Office)
About This Organization

Located on US Highway 17 in downtown Wauchula at 234 South 6th Avenue, Suite 102, Wauchula, FL 33873 ((863) 773-6499), Reichel Financial is the only resident SEC/FINRA-registered independent fiduciary wealth management practice headquartered directly inside Wauchula (33873). Founded and led by Matthew James 'Matt' Reichel, CPA (FINRA/SEC Individual CRD# 6380682, registered in the securities industry since 2014, holding a B.S. in Financial Management and a Master of Professional Accountancy from Clemson University, with 0 customer dispute, regulatory, or disciplinary disclosures on FINRA BrokerCheck and SEC IAPD), the practice offers comprehensive investment advisory and brokerage services through SEC-registered investment adviser and FINRA/SIPC member LPL Financial LLC (Firm CRD# 6413 / SEC File #801-10970, Florida Sunbiz Doc# M11000000644). Because Mr. Reichel is also a shareholder and practicing Certified Public Accountant with Hackney, Ames & Reichel, P.A., CPAs (FL DBPR CPA Firm License #AD62856) in Suite 103 of the same building, Reichel Financial uniquely integrates fiduciary retirement portfolio management with proactive federal income tax, capital gains, and estate tax strategy for retirees, citrus growers, cattle ranchers, and Hardee County School District / county employees across Wauchula (33873), Bowling Green (33834), Zolfo Springs (33890), and Ona (33865).

Official Verification Sources: FINRA BrokerCheck — Matthew James Reichel, CPA (CRD# 6380682); SEC IAPD Profile — Matthew James Reichel / LPL Financial LLC (CRD# 6413); Reichel Financial — Official Wauchula Wealth Management Website

Verified State & Regulatory Credentials
FINRA / SEC Registered Investment Adviser Representative & Broker (LPL Financial LLC): Ind. CRD# 6380682 (Matthew James Reichel, CPA) | Firm CRD# 6413 / SEC# 801-10970Status: Active SEC RIA & FINRA/SIPC Registered Wauchula Branch Advisor (Registered Since 2014, 0 Disclosures)

Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA

Notes: Verified 2026-10-23: Matthew James 'Matt' Reichel, CPA (Individual CRD #6380682, 0 disclosures) is dually registered as a General Securities Representative and Investment Adviser Representative with LPL Financial LLC (Firm CRD #6413, SEC File #801-10970, Sunbiz Doc #M11000000644) at 234 S 6th Ave, Ste 102, Wauchula, FL 33873 ((863) 773-6499).

Co-Located Florida DBPR Board of Accountancy CPA Practice: FL CPA Firm License #AD62856 (Hackney, Ames & Reichel, P.A., CPAs) | Sunbiz Doc# P01000120801Status: Active / Current Licensed Florida CPA Firm (0 Disciplinary Actions)

Issuer: Florida Department of Business and Professional Regulation (DBPR) — Board of Accountancy

Notes: Matt Reichel serves as Treasurer, Shareholder, and practicing CPA of Hackney, Ames & Reichel, P.A., CPAs (#AD62856) at 234 S 6th Ave, Ste 103, Wauchula, FL 33873, enabling seamless coordination between tax compliance and retirement wealth management.

Services Offered
Fiduciary Retirement Income & Discretionary Portfolio Management (LPL Financial CRD# 6413 / SEC# 801-10970)
CPA-Integrated Tax-Advantaged Withdrawal Sequencing, Roth Conversions & RMD Planning
Florida Retirement System (FRS) DROP Lump-Sum, 401(k), 403(b) & 457(b) Tax-Free Rollovers
Fixed, Indexed & Immediate Income Annuities, Long-Term Care Insurance & Survivor Life Planning
Social Security Timing, Pension Maximization & Medicare IRMAA Surcharge Avoidance
Agricultural Estate Planning, Trust Account Coordination & Multi-Generational Wealth Transfer
Frequently Asked Questions

Factual details and direct answers about Reichel Financial — Matthew J. 'Matt' Reichel, CPA (LPL Financial LLC — Wauchula Office)'s services, licensing, and credentials.

Is there a FINRA and SEC-registered financial advisor with a physical office located directly in Wauchula?

Yes. Matthew James 'Matt' Reichel, CPA (FINRA/SEC Individual CRD #6380682, 0 disclosures), founder of Reichel Financial at 234 S. 6th Avenue, Suite 102, Wauchula, FL 33873 ((863) 773-6499), is dually registered as a broker and fiduciary Investment Adviser Representative with LPL Financial LLC (CRD #6413 / SEC #801-10970) right in downtown Wauchula.

How does Reichel Financial coordinate retirement investments with CPA tax planning for Hardee County seniors?

Because Matt Reichel is both an LPL Financial advisor (CRD #6380682) in Suite 102 and a CPA partner at Hackney, Ames & Reichel, P.A., CPAs (FL DBPR License #AD62856) in Suite 103 at 234 S. 6th Avenue, every IRA rollover, Required Minimum Distribution (RMD), Roth conversion, or ranch/grove capital gain is evaluated alongside your federal tax return and Medicare Part B/D IRMAA thresholds.

Contact Information
Address
234 S 6th Ave, Suite 102, Wauchula, FL 33873
Hours
Mon-Fri 8:00am-5:00pm
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.