Unclaimed Profile

Carl Heinz Reinhardt

RNP ADVISORY SERVICES, INC.·MORGAN HILL, California

SIE, Series 1, Series 40, Series 63, Series 65ChFC27 years registeredRNP ADVISORY SERVICES, INC.

17190 S MONTEREY ROAD, MORGAN HILL, CA 95037CRD# 373659Firm CRD# 113354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carl Heinz Reinhardt · MORGAN HILL, CA

Registration

CRD #373659 · RNP ADVISORY SERVICES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RNP ADVISORY SERVICES, INC.

RNP ADVISORY SERVICES, INC.

Mar 2018 – Jul 2020

MORGAN HILL, CA

RNP ADVISORY SERVICES, INC.

Mar 2008 – Dec 2017

MORGAN HILL, CA

REINHARDT ADVISORY SERVICES, INC.

Sep 2004 – Dec 2005

SAN JOSE, CA

LWI FINANCIAL INC.

Jan 1999 – Jan 2005

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 40

Series 63

Series 65

Registration record

First registered · January 14, 1999

Years registered · 27

Professional designation · ChFC

Disclosure History

1992Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RNP ADVISORY SERVICES, INC.

CRD 113354 · SEC 801-60884

AUM

$451M

Regulatory assets under management

Employees

870 client accounts

Services offered by RNP ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RNP ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Carl Heinz Reinhardt offer?

Carl Heinz Reinhardt specializes in Financial Planning, Investment Management, Wealth Management.

What are Carl Heinz Reinhardt's credentials?

Carl Heinz Reinhardt holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Carl Heinz Reinhardt located?

Carl Heinz Reinhardt is based in MORGAN HILL, California, last registered with RNP ADVISORY SERVICES, INC..

How does Carl Heinz Reinhardt charge for services?

Carl Heinz Reinhardt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RNP ADVISORY SERVICES, INC.?

RNP ADVISORY SERVICES, INC. has approximately 8 employees and manages $451M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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