Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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