linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Glynnis Reinhart

Octavia Wealth Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Glynnis? Claim Your Profile

About Glynnis Reinhart

Glynnis Reinhart is an investment advisor representative with Octavia Wealth Advisors LLC. Glynnis is also registered as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Glynnis has been in the industry since 2002. Glynnis holds the Series 66, Series 7 and SIE licenses. Glynnis provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Glynnis is also an insurance agent with Octavia Risk Management LLC. Glynnis specializes in investments for individuals, retirement planning, college savings, and insurance.

Firm Information

Glynnis Reinhart is currently registered with Octavia Wealth Advisors LLC. Octavia Wealth Advisors LLC is a Cincinnati, OH-based wealth management firm with over $1.79 billion in regulatory assets under management. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
Octavia Wealth Advisors LLC

9999 CARVER ROAD

CINCINNATI, OH 45242

$1.79B

Assets Under Management

1

Total Clients

26

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Glynnis Reinhart’s Registration & Firm History

OH

01/10/2024 - Present

Octavia Wealth Advisors LLC (Cincinnati OH)

OH

08/15/2002 - 07/10/2020

EQUITABLE ADVISORS, LLC (BLUE ASH OH)

Not sure if Glynnis Reinhart is right for you?

Licenses & Designations

BOTH

Issued 05/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Glynnis Reinhart. Review regulatory record here.
Not sure if Glynnis Reinhart is right for you?