Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Charles Reinhart

J. W. Cole Advisors, Inc.

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

About Michael Charles Reinhart

Michael Reinhart is a financial professional with over 30 years of experience in the financial services industry. Currently, Michael is registered with J. W. Cole Advisors, Inc., a Registered Investment Advisor. Michael has held prior positions at G.F. Investment Services, LLC, LPL Financial LLC, and Woodbury Financial Services, Inc.. Michael is a licensed investment advisor in the State of Michigan. Michael specializes in providing portfolio management for individuals and businesses, financial planning, and educational seminars. Michael has a broad base of experience helping clients achieve their financial goals.

Firm Information

Michael Reinhart is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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.

check

hourly & fixed rate consulting

Hourly & fixed rate consulting

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

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.

Michael Reinhart’s Registration & Firm History

FL

04/16/2019 - Present

J. W. Cole Advisors, Inc. (TAMPA FL)

MI

07/08/2014 - 02/21/2019

G.F. INVESTMENT SERVICES, LLC (Grand Rapids MI)

MI

06/22/2012 - 07/15/2014

LPL FINANCIAL LLC (GRAND RAPIDS MI)

MI

09/09/1999 - 07/06/2012

WOODBURY FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

CA

03/05/1987 - 09/08/1999

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

Not sure if Michael Charles Reinhart is right for you?

Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Charles Reinhart.
Not sure if Michael Charles Reinhart is right for you?