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Cathy Reinhardt is a financial advisor with over 38 years of experience in the industry. Cathy has worked for various firms including Cambridge Investment Research, Inc. and Eneric Financial Services, Inc., before joining Intellicents Investment Solutions Inc. as an Investment Advisor Representative. Cathy specializes in providing financial planning, portfolio management and insurance services for individuals, families, and businesses. Cathy is a Certified Financial Planner and holds Series 7, 24, 63, 99 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
08/02/2021 - Present
Intellicents Investment Solutions Inc. (LAWRENCE KS)
KS
07/01/1999 - 08/02/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (LAWRENCE KS)
IA
04/26/1990 - 07/01/1999
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
IN
08/05/1991 - 04/09/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
08/25/1989 - 04/30/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
05/13/1987 - 08/25/1989
PFG SECURITIES, INC.
NA
12/19/1986 - 05/26/1987
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
10/04/1984 - 12/26/1986
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
07/26/1983 - 10/12/1984
FSC SECURITIES CORPORATION
BC
Issued 08/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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