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James Everett Reinhart

Reinhart Partners, LLC

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About James Everett Reinhart

James Everett Reinhart is a Registered Investment Advisor Representative with Reinhart Partners, LLC. He is located in Mequon, WI and has been in the financial industry since 1980. Reinhart specializes in portfolio management for individuals, businesses, and investment companies. The advisor has experience working with a variety of client types, including individuals, corporations, and government entities. He is also a registered investment advisor in Florida. James Everett Reinhart holds Series 3, 7, 8, 24, 63, and 65 securities licenses.

Firm Information

James Reinhart is currently registered with Reinhart Partners, LLC. Reinhart Partners, LLC is an investment advisor based in Mequon, Wisconsin. They provide portfolio management services to businesses, individuals, investment companies, and pooled investment vehicles. The firm manages approximately $1.9 billion in assets for clients. Their services include financial planning, pension consulting, and portfolio management. They also offer educational seminars and market timing services. The firm has a strong track record of success in the industry and is committed to providing clients with high-quality investment advice.
Reinhart Partners, LLC

11090 N. WESTON DRIVE

MEQUON, WI 53092

$1.91B

Assets Under Management

5,198

Total Clients

7

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Reinhart’s Registration & Firm History

WI

05/01/1991 - Present

Reinhart Partners, LLC (MEQUON WI)

MN

04/23/1992 - 08/24/1993

AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)

NY

02/15/1988 - 02/27/1991

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

07/28/1982 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

02/22/1980 - 08/03/1982

THE MILWAUKEE COMPANY

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Licenses & Designations

IA

Issued 03/09/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/27/1986

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/11/1982

Series 3 - National Commodity Futures Examination

BC

Issued 02/16/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Everett Reinhart.
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