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Cathy Ann Reinhardt

Intellicents Investment Solutions Inc.

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About Cathy Ann Reinhardt

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.

Firm Information

Cathy Reinhardt is currently registered with Intellicents Investment Solutions Inc.. Intellicents Investment Solutions Inc. is an investment advisor headquartered in Albert Lea, MN. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. The firm manages over $6 billion in assets, serving a diverse client base of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Intellicents Investment Solutions Inc.

100 NORTH BROADWAY

ALBERT LEA, MN 56007

$6.01B

Assets Under Management

368

Total Clients

49

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cathy Reinhardt’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Cathy Ann Reinhardt. Review regulatory record here.
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