Unclaimed Profile

Cathy Ann Reinhardt

REINHARDT FINANCIAL SERVICES INC·LAWRENCE, Kansas

SIE, Series 7, Series 24, Series 63, Series 99TOCFP34 years registeredREINHARDT FINANCIAL SERVICES INC

211 E 8TH STREET, STE E, LAWRENCE, KS 66044-2771CRD# 1138937Firm CRD# 107083

Profile Verification

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

Identity

Cathy Ann Reinhardt · LAWRENCE, KS

Registration

CRD #1138937 · REINHARDT FINANCIAL SERVICES INC · 34 years registered

Brand Profile

Not yet started

Career History

INTELLICENTS INVESTMENT SOLUTIONS INC

Aug 2021 – present

MUTUAL SECURITIES, INC.

Jul 2021 – present

REINHARDT FINANCIAL SERVICES INC

Aug 1992 – Jul 2021

LAWRENCE, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · August 6, 1992

Years registered · 34

Professional designation · CFP

Disclosure History

2008Customer Dispute·Settled

2004Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

REINHARDT FINANCIAL SERVICES INC

CRD 107083 · SEC 801-41865

AUM

$359M

Regulatory assets under management

Employees

1,732 client accounts

Services offered by REINHARDT FINANCIAL SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REINHARDT FINANCIAL SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Cathy Ann Reinhardt offer?

Cathy Ann Reinhardt specializes in Financial Planning, Investment Management. Contact their office in LAWRENCE, Kansas for a consultation.

What are Cathy Ann Reinhardt's credentials?

Cathy Ann Reinhardt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Cathy Ann Reinhardt located?

Cathy Ann Reinhardt is based in LAWRENCE, Kansas, working with REINHARDT FINANCIAL SERVICES INC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.

How does Cathy Ann Reinhardt charge for services?

Cathy Ann Reinhardt's firm is compensated through hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REINHARDT FINANCIAL SERVICES INC?

REINHARDT FINANCIAL SERVICES INC has approximately 3 employees and manages $359M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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